report to the community 2013-2014

COMMUNITY FOUNDATION OF COLLIER COUNTY

REPORT TO THE COMMUNITY

2013–2014

For good. Forever.

COLLABORATE

CONNECT

CO

NVEN

E

COMMUNITY FOUNDATION OF COLLIER COUNTY 2

WE CONVENE. WE COLLABORATE. WE CONNECT.

What is the Community Foundation of Collier County and what does it do?

Depending on your relationship with us, your definition may vary. Formally, we are a tax-exempt, public, charitable fund, established in 1985 to increase and focus private philanthropy in Collier County.

As a practical matter? For donors, we are a charitable giving program and philanthropic partner. For nonprofits, we are a funder and supporter. For community leaders and other institutions, we are a collaborator, convener, catalyst, and efficient pipeline to address community issues.

We invite you to join the conversation about what and who we are. Find out more about us by reading this annual report, or visit with us. You may discover a whole new way to connect with your community and join in the work we do to improve and strengthen this place we call home…for good and forever.

3 2013–2014 ANNUAL REPORT

Letter from the President/CEO and Board of Trustees Chair ..................................................................................................... 42013-2014 Board of Trustees ....................................................................................................................................................................5In Memoriam: Donald T. Franke ...............................................................................................................................................................5What is a Community Foundation? .................................................................................................................................................. 6-72013-2014 Accomplishments ............................................................................................................................................................... 8-9Those Who Give… Making a Difference in the Place They Call Home ................................................................................................................. 10-11 Philanthropy—The Second Act .....................................................................................................................................................12-13The Value of Collaboration Together We Can Do So Much ...........................................................................................................................................................14 Community Service: Rotary Builds its Legacy ............................................................................................................................ 15Types of Funds ........................................................................................................................................................................................16-17Types of Gifts .......................................................................................................................................................................................... 18-19The Impact of Grantmaking Building Our Economy and Our Environment One Reef at a Time .............................................................................. 20-21 And the Winner is… .........................................................................................................................................................................22-23 Minds that Matter ............................................................................................................................................................................ 24-25Scholarships—What a Year for Dream Making! ..............................................................................................................................26Women’s Initiative Network—Empowering. Investing. Inspiring.............................................................................................. 27The Power of Partnership—Why Professional Advisors Connect with Us .................................................................... 28-29Financial Highlights ............................................................................................................................................................................30-322014 Funds ............................................................................................................................................................................................ 33-352013-2014 Contributors ..................................................................................................................................................................... 36-41The Albrecht Legacy Society ................................................................................................................................................................392013-2014 Grants ................................................................................................................................................................................42-452014 Corporate Partners ..................................................................................................................................................................46-492013-2014 Committees ............................................................................................................................................................................50Community Foundation Staff ................................................................................................................................................................. 51Special Thanks ............................................................................................................................................................................................. 51

TABLE OF CONTENTS

2012 26


FOR GOOD. FOREVER.

4

Today, we have 508 funds totaling more than $77 million in assets. Ten years ago, we were giving out roughly $1.8 million a year in grants; in 2013-2014, we distributed nearly $1.3 million in December alone! Growth in assets; growth in grants; growth in service; growth in impact: these have been the cornerstones of our work in the past year. And, this work has been fueled by a spirit of collaboration with donors, nonprofit colleagues, and key community players. (See pages 8-9 for a list of our specific accomplishments in 2013-2014.) On many fronts, the Community Foundation has moved from grantmaker to agenda-setter—assessing the vital needs of Collier County residents, educating existing and potential donors about those needs and the nonprofits that are meeting them most effectively and supporting those nonprofits through a grantmaking process that values access and opportunity for all. Our Foundation’s leadership exhibits a collaborative style that has helped a number of organizations in our community through challenging times and unchartered waters. After a 2013 Labor Day Fire ravaged the Greater Naples YMCA, the Community Foundation moved quickly to establish a fund and to arrange a significant matching support from the Richard M. Schulze Family Foundation to start the rebuilding of this community staple. And, we have also been part of exciting new initiatives like the Artificial Reef Project Fund, providing the administrative and financial stewardship services that we do so well and working collaboratively with a variety of organizations and donors to make a positive impact on our local environment and our economy. (Read more about these projects in the Annual Report.) Our mission is to improve the quality of life in Collier County by connecting donors to community needs and providing leadership on critical community issues…for good and forever. We believe that our work contributes to the development of a far more caring and sophisticated philanthropic community. As we move forward, the Community Foundation will continue to convene, collaborate and connect…and be Collier County’s go-to partner in philanthropy.

It’s been a spectacular year of dramatic growth for the Community Foundation.

Eileen Connolly-KeeslerPresident/CEO

Dennis C. BrownChair, Board of Trustees


In the late 1970s, Donald T. Franke moved to Naples with his wife, Helen, and their children where, after retiring from a successful career in Minnesota as a judge and state legislator, he returned to practicing law…for the next 25 years. Don Franke was the consummate giver and, throughout his life, made a commitment to a host of community organizations. In 1983, he incorporated the Naples Area Foundation and, then, teaming with Bill Oberhelman, acquired nonprofit status for the Foundation in 1985. (To put that into context: in 1985, Ronald Reagan was sworn in for a second term and the song We Are the World topped the charts.) Our name was changed to the Community Foundation of Collier County, and in just six months, Don Franke and his board had built an endowment of $300,000 to be, as Don described it, “a constant—and growing—source of funds for special community needs.”

For the next 28 years, Don Franke worked tirelessly to build the Community Foundation of Collier County into the prominent and trusted organization that it is today. He gave freely of his financial resources, his time, his ideas, his good humor and his boundless energy. He is our inspiration.

Donald T. Franke1921-2013

Top Row: Thomas D. McCann (Past Chair), Dennis C. Brown (Chair-Elect), Eileen Connolly-Keesler (President/CEO) and Alan M. Horton (Board Chair). Fourth Row: Brian V. McAvoy, T. Robert Bulloch and J. Richard Munro. Third Row: Christine R. Flynn, Suzanne Lount, John F. Sorey, III and John J. Morgan, Jr. Second Row: Patricia A. Jilk, Deborah L. Russell, Kim Ciccarelli Kantorand Mary Lynn Myers. Bottom Row: Mario M. Valle, Jennifer B. Walker, Kathleen L. Kircher and William D. Lange. Trustees Not Pictured: Paul W. Dresselhaus, John D. Fumagalli, Mana A. Holtz and Harold L. Zink.

2013-2014 BOARD OF TRUSTEES


✓ SERVICE AND KNOWLEDGEWe offer services and benefits to our donors. We also offer insight into community needs and the agencies that can most effectively address them. We oversee grantmaking to ensure that each grant achieves its intended effect.

✓ SIMPLICITYWe offer an easy and effective way to support the groups and issues you care about through a gift to a single organization.

✓ TAX AND FINANCIAL BENEFITSGifts to the Community Foundation receive the maximum tax advantages for income, gift and estate tax purposes. We maximize charitable assets by offering lower expenses and fewer administrative burdens than private foundations.

✓ CHOICEWe can receive many kinds of gifts, including unique assets such as gifts of real estate and collectibles. Our staff can help you and your financial advisor develop a gift plan to meet both your personal financial needs and all of your charitable intentions, now and in the future.

✓ LEADERSHIPWe adhere to the highest standards of professional excellence. We are in compliance with the Council onFoundations National Standards for operational quality, donor service and accountability in the community foundation sector.

Our objective is to facilitate charitable giving.

FOR GOOD. FOREVER.


✓ OBJECTIVITYThe Community Foundation distributes charitable dollars to nonprofits in our county; we are not the end-user. Unrestricted funds are used to support the community’s most important needs and opportunities, while other funds established by donors are designated to benefit our donors’ favorite causes.

✓ STEWARDSHIPWhen donors establish permanent endowments with us, we make sure that, if a nonprofit organization’s mission changes significantly, funds are reallocated according to the donor’s original intent.

✓ PERMANENCEThe Community Foundation was established in 1985 with an endowment of $300,000 and has experienced substantial growth. With an endowment, assets are invested to generate an ongoing source of income year after year, and your legacy will last forever.

WHAT IS A COMMUNITY FOUNDATION?

• We are a collection of charitable funds established by individuals, families, businesses and organizations to help meet local challenges and improve the quality of life in Collier County.• We receive charitable gifts, work with families, individuals, attorneys and estate and financial planners to devise plans that fit every economic situation, ensuring that donors’ charitable contributions are used to the fullest extent and for maximum benefit.• We place those gifts into funds, manage the assets of those funds for growth and make grants from those funds.• We offer several types of funds to help donors achieve their charitable goals while also meeting community needs.• In addition to making grants to agencies and special projects in our community, we identify needs, stimulate resources to address those needs and help Collier County prepare for the future.• Our volunteer board and nine-person staff are committed to understanding donor needs, representing their charitable interests, expertly handling complex gifts, wisely managing charitable funds and leveraging a wealth of community knowledge to increase charitable impact.• We serve as a hub for collaboration between philanthropists, nonprofits and other funding organizations across the community.• We are conveners, collaborators and connectors.


FOR GOOD. FOREVER.

Growth in assets; growth in grants; growth in service; growth in impact: these have been the cornerstones of our work in the past year—all fueled by a spirit of collaboration with donors, nonprofit colleagues and key community players. Here are our specific accomplishments for 2013-2014.

There’s more to come. We will continue to be a hub—an energy center—for philanthropy in Collier County.

We will continue to work with families, companies, nonprofits and other funding organizations to strengthen the community through strategic grantmaking.

We will continue to serve donor needs, handling complex gifts, wisely managing charitable funds and leveraging our knowledge of the community to increase charitable impact.

We will continue to educate our donors and the community at large, to keep our fingers on the pulse of community needs and share that knowledge.

We will continue to connect those who give with those who need.

Acknowledge

$7.1 million in grants to charitable

organizations, touching

thousands of lives in

Collier County

Award nearly

$533,000 in scholarships,

helping hundreds of

Collier County students pursue

their college dreams

Receive record-breaking

donor gifts in the amount of $12.8 million

Establish the Center

for Nonprofit Excellence at Hodges

University with a grant for $150,000

Inform audiences at 60

organizations about charitable

giving’s hot-button issues: tax

reform; transfer of wealth; building a

family legacy through

planned giving; the importance of endowments

Conduct dozens of site

visits with local nonprofit

agencies

“The secret to getting things done is to act.”

– Dante Alighieri

9

Assist 30 nonprofit agencies in establishing endowment

funds by providing a

$5,000 match at the outset

Create Donor Services

department to educate

donors about charitable giving and showcase

community needs to those donors and our other partners

Launch our Nonprofit Directory, the

only searchable database that

offers in-depth, frequently updated

information about localnonprofits

Begin the update of our Vital

Signs report, partnering with

the Johnson School of Business

at Hodges University

Facilitate the creation of 60 new funds

Makegrants from

the Women’s Initiative

Network’s Endowment

Fund to organizations serving at-risk

women and girls

Acknowledge area

philanthropists at annual

Celebration of Philanthropy

event

Collaborate with

professional advisors to

develop new useful resource materials and

continuing educationprograms

Restructure our website and other

communication tools, including

collateral materials, social media content and advertising

Help rebuild the YMCA by making an immediate grant for

fundraising support and

disaster relief, and connecting a major donor with the YMCA

to match donations up to

$1.5 million


THOSE WHO GIVE…

MAKING A DIFFERENCE IN THE PLACE THEY CALL HOME

The Flynns have established a donor advised fund at the Community Foundation.


The Flynns have given millions of dollars in financial support and thousands of hours in volunteer time to a host of nonprofit organizations in our region. Both have held board and/or officer positions with a variety of nonprofit organizations including Boys and Girls Club of Collier County, NCH Healthcare System Foundation, Greater Naples Leadership and the Community Foundation of Collier County. Over the years, both have been recognized by many organizations for their dedication; they were honored by Hodges University with the Humanitarian of the Year Award in 2009. Terry is a gregarious man to whom a lot of other adjectives could be ascribed—charming, compassionate, articulate and above all, active. Christine is his gracious and thoughtful partner whose kindness and affection shows in everything she does for the community and for her family. Neither Terry nor Christine have slowed down one bit since their retirement and their shared involvement in the community is characterized by a compassionate nature, strong faith, boundless energy and good humor, a profound understanding of the needs of the people they serve and a sincere desire to share their good fortune with others. The roster of organizations that they serve is impressive. Both Christine and Terry’s participation is sought after by community leaders because of the thoughtful and informed contributions they always bring to the table; both are exemplary at assessing a problem in the context of the larger issues that must be addressed before that single problem can be solved. And, neither shirk from tackling those larger issues with gusto. “Christine and I believe that charitable organizations can change society. Without them, life would not be as good here. Everyone benefits directly or indirectly. And we feel thankful being able to say that we can make the community we live in a better place.” The Flynn’s professional approach to

community service is borne from a life of self-starting and hard work in the corporate and academic arenas—effort that led to a significant personal success that they share willingly with others. And, as they will tell you, this spirit of giving was ignited in their childhoods by family members who gave selflessly—even when they themselves were in need. One of Christine’s earliest memories of philanthropy came from watching her grandmother sit at the kitchen table writing a check to “someone who needed help.” Christine knew that her grandmother did not have extra resources and that her giving might mean her doing without but, clearly, this was a woman who put others before herself. That was an early inspiration for Christine in many ways. The importance of understanding need is evident in a story that Terry tells about encountering a homeless man on a city street. Rather than pressing a few dollars into his hand and moving on, Terry took the man to a nearby restaurant, talked with him about his situation, and bought his meal. The Flynn’s son, who was with his father and a young boy at the time, asked why Terry had taken that extra step; Terry explained the importance of looking beyond the surface, of finding out about the human being behind the need. That philosophy is a hallmark of the Flynn’s charitable giving to this day. Colleagues describe the Flynns as the standard for excellence in philanthropy. Their creation of a donor advised fund with the Community Foundation has allowed them to effectively and efficiently offer significant financial support and hands-on leadership to a number of organizations that provide human services support, opportunities for young people and protections for at-risk women and girls. “The work that we do through the Foundation allows us to have a broader and more effective reach,” they explained.

“Christine and Terry Flynn are an example of what weall want to be—smart, giving, kind and respected for the positive impact that we have had on our world.”

– Eileen Connolly-KeeslerPresident/CEO, Community Foundation


THOSE WHO GIVE…

PHILANTHROPY—THE SECOND ACT In 1868, H.K. Webster founded a small feed grain operation in Lawrence, Massachusetts. A century later, under the leadership of his great-grandsons, Dean and King Webster, Blue Seal Feeds achieved its zenith. It was a full-time job. And, as noted by one of our Essex County Community Foundation colleagues in an article about the Webster family: “When the cousins decided to sell the business built by generations of ancestors, they gained prosperity and freedom; they also lost a large part of their identity.” King recalls that he retired one afternoon and woke up the following morning not knowing exactly what to do next. He realized that he would have to find a new focus for what had always been a very productive life. Weeks later, he learned about a man who helped underprivileged children by providing them with opportunities they would not have had otherwise. Within days, King began crafting a program in Lawrence that shared the goals and methods of the national I Have A Dream project and, over a decade, fostered the spectacular success of that program by helping his Dreamers with everything from reading and computer literacy to arts and crafts, sports, homework assistance, field trips and mountain climbing. When King and his wife, Dee, shifted their home to Naples, they applied all that they had learned from the Lawrence experience and, once again, chose to work in depth with specific schools—Manatee Elementary School and Manatee Middle School. The Manatee schools serve a population of children whose families live at or below the poverty level. English is not the first language in most of these students’ homes. What other children might take for granted—an evening meal, school clothes, a place to study, Internet access, transportation to and from school activities—are not a given for Manatee students. At Manatee Elementary School, working with veteran principal, Wendy Borowski, and Program Director, Pat Sanford, King has provided everything needed to build and maintain a comprehensive and academically-focused after-school program for third, fourth and fifth graders. At Manatee Middle School, working with school leadership and the Boys & Girls

Club of Collier County, King has helped create an after-school model with a curriculum designed for older students. (“We have a debate club!” he noted.) Steve Filosa, a friend of the Webster family, says: “King approaches his philanthropy like the trained engineer that he is. He checks things out for himself. He kicks the tires through regular site visits and in-depth conversations with those involved. King asks hard questions, but always with a view toward improving the organization.” At the Manatee schools, King has absolutely kicked the tires and still does! With the resources from his donor advised fund at the Community Foundation, coupled with his time and attention and his effective partnership with school leadership, he has created a model after-school program—and he hasn’t left anything out. His donor advised fund supports faculty and director compensation; the cost of curriculum materials and supplies and after-school snacks; the activities of and access to Camp Manatee on selected Saturdays; FCAT preparation activities and materials; insurance and other administrative fees; and, a host of incidental costs. And, what’s more, by creating the donor advised fund at the Community Foundation, King is ensuring that the Manatee programs will live on as the Webster’s legacy. Most of all, King has shown everyone at Manatee that someone cares about them—from start to finish. He takes great joy in visiting the students at day’s end, experiencing first-hand all that they have accomplished and seeing the delight on their faces. His motto: the fun is in the finish! King Webster knows that good philanthropy is hard work, and he is as strategic in his approach to charitable giving as he was in building a successful feed business; it’s one of the reasons that he chose the Community Foundation and the donor advised-fund structure for his charitable giving. But he reminds us that true giving is not so much about money as it is about character, commitment, ability and experience. “Money is just one resource. Everybody has their experiences and talents to contribute, as well. These things count, too.”

The Websters have established a donor advised fund/field-of-interest fund at the Community Foundation.


King’s philosophy: “The most important resources you have are your mind, your training, and your character. That is what is going to get you through. With those resources you will do very well.”

THE VALUE OF COLLABORATION

TOGETHER WE CAN DO SO MUCH…

When lightning struck the roof in September 2013, it started a fire that heavily damaged the Greater Naples YMCA—the “Y”—an important community asset. Immediately and as a first step, the Community Foundation of Collier County provided a $25,000 grant to the “Y” to hire a capital campaign director, and then created the Foundation’s Disaster Relief Fund on behalf of the “Y” to make it easy for the Foundation’s existing donors and the community-at-large to make donations to the fund. After that, the fundraising efforts were anything but typical. “There was no time to plan for it. The Board of the YMCA had not signed up for this,” said John C. Riley, CEO of Naples-based Riley Philanthropy in an article in the Naples Daily News. Mr. Riley, who has worked closely with the “Y” on its campaign over the past 12 months, was the capital campaign director brought to the project by a grant from the Community Foundation. Next, the Community Foundation, whose mission is to bring nonprofits and philanthropists together to meet community needs, introduced the “Y” and promoted its rebuilding project to one of the Foundation’s significant donors, the Richard M. Schulze Family Foundation, started by Southwest Florida resident and Best Buy founder, Dick Schulze. The Schulze Family Foundation is based in the Schulze’s home state of Minnesota, where it’s known for supporting education programs, youth development and medical services; now that the Schulzes are Florida residents, they wanted to get involved in helping their new community as well. “The Community Foundation is here to connect donors with nonprofits,” Foundation President and CEO Eileen Connolly-Keesler explains. “Our success in connecting the Schulze family to the “Y” is a perfect example of our

“When people ask us what we do at the CommunityFoundation, we describe it this way: We convene, we collaborate and we connect. That is exactly what we accomplished at the Greater Naples YMCA.”

– Eileen Connolly-KeeslerPresident/CEO, Community Foundation

mission in action.” In February 2014, thanks to the collaboration fostered by the Community Foundation and Dick Schulze, the “Y” announced a $1.5 million challenge pledge from the Schulze Family Foundation. To get the entire pledge, the “Y” had to secure at least $1.5 million from other donors by year’s end. As a result of the work of the Community Foundation and the generosity of so many charitable givers, the Greater Naples YMCA has raised $4.8 million in private donations. The Schulze Family Foundation challenge has been met with six-figure donations from Naples-based medical device manufacturer, Arthrex, and the Ray Foundation of Naples, founded by businessman and philanthropist James C. Ray, president of the Aerospace Capital Group…plus a host of anonymous donors and piggy-bank donors from all over the region. What’s next? To pay for what’s under construction now, the “Y” still needs to raise another $1.5 million so that it can finish the project with no new debt. “We’ve got to stay disciplined, raise the funds and complete the project on time,” said Paul Thein, CEO of the Greater Naples YMCA. “Our YMCA is about serving the community and taking on debt doesn’t advance our ability to serve our mission.”

14

The Greater Naples YMCA has established an agency endowment fund at the Community Foundation.


The Rotary Club of Naples—like its counterparts around the world—is a place where professionals share a commitment to the kind of community service that creates positive, lasting change in our communities. Being a Rotarian also means exhibiting responsible leadership—not just doing good work, but also making the most out of every dollar received by participating in thoughtful giving to the community. That is why The Rotary Club of Naples choose the Community Foundation as a place where they could create and build their endowment fund—The Rotary Club of Naples Charitable Foundation—and their legacy. A portion of available earnings from that fund can be spent annually to benefit local Rotary programs like Collier Harvest and Meals of Hope (The Rotary Club of Naples project that has already fed almost 9 million people!) “Our membership does its due diligence. For us, it is very important to support organizations that are having the most significant community impact,” explains this year’s Rotary of Naples president, Rich Ahrens. The Fund can also provide support for one of Rotary International’s most important goals: to eradicate polio. Of course, The Rotary Club of Naples also hosts one of the area’s most enjoyable fall events, The Grape Escape—The Naples Food & Wine Festival on Fifth Avenue South. The Rotary Club of Naples has also placed its scholarship fund with the Community Foundation of Collier County. “We have refreshed the goals and criteria for our scholarship fund,” explains Rotary President, Rich Ahrens. “It is important that we focus on the kids in the middle, the young people who exhibit skills and abilities and interest in their community. They might benefit from going to college—or from other types of post-high school education.” The Rotary has develop a good relationship with school district leaders and guidance professionals to identify students who might not go experience that dream without the Rotary’s assistance. Ahrens added, “We want our scholarships to make a life change—for the recipients and their families.” By placing these two funds at the Community Foundation, The Rotary Club of Naples can accomplish its charitable goals while benefiting from the strategy and

COMMUNITY SERVICE:ROTARY BUILDS ITS LEGACY

“Our organization has a vision and it is to make a positive impact on our community now and forever.”

– Rich Ahrens, The Rotary Club of Naples President

structure that the Community Foundation provides. Eileen Connolly-Keesler adds: “Rotary’s commitment to service is very similar to our own. Rotary transforms its member’s charitable gifts into projects that change lives close to home; so do we. At the same time, The Rotary Club of Naples is taking advantage of our strong financial oversight and investment success to make the most of its members’ contributions.”

The Rotary Club of Naples has established an endowment fund and a scholarship fund at the Community Foundation.


Anyone can be a philanthropist. There are many ways to give to the community in which we live, work and play. Choose one or a combination of funds to meet your charitable interests.

DONOR ADVISED FUNDThis is a simple, powerful, personal approach to giving. After establishing your fund, you can manage your fund online through our password-protected DonorCentral portal. Our professional staff can help you identify short- and long-term goals, targeting the issues you care about most. Grants are issued to nonprofits in the name of the fund (or anonymously). Consider establishing a donor advised fund rather than a private foundation.

UNRESTRICTED FUND (COMMUNITY IMPACT FUND)Unrestricted funds allow us to respond quickly to our community’s needs and to address issues as they emerge. If you do not have a particular charitable field of interest and do not want to be involved in the details of grantmaking, donating to our unrestricted fund is a perfect choice.

FIELD-OF-INTEREST FUNDIf you have a particular charitable passion, but do not want to be involved in the details of grantmaking, consider donating to a field-of-interest fund. We manage field-of-interest funds in several areas—arts, environment, healthcare and mental health, human services, basic needs, and at-risk women and girls—and call for grant proposals from nonprofit agencies to guide our funding in these areas.

DESIGNATED FUNDDesignated funds are a way you can provide a steady, long-term source of income to nonprofit agencies that you care about. Because your gift is given through the Community Foundation, it provides the agencies with funding, as well as planned giving and investment management services.

SCHOLARSHIP FUNDWhen companies, organizations, families or individuals establish a scholarship fund with us, they give deserving students the opportunity to pursue academic dreams. Establish a legacy, honor a loved one or give back to your community or your alma mater. We will work with you to create, establish criteria for, and administer your fund.

AGENCY ENDOWMENT FUNDNonprofit agencies establish these funds with us to build their reserve and ensure a long-term, dependable source of operating revenue. Our staff helps the agency with investment management and administrative details.

TYPES OF FUNDS

FUNDS

We can help you find the right fund for your

charitable goals.

What type of fund is right

for you?

Community Foundation makes the grant

decisions.

Field-of-Interest

Fund

UnrestrictedFund

OR

INDIVIDUAL or FAMILY

You make grant decisions.

DesignatedFund

ScholarshipFund

Donor Advised

Fund

You choose scholarship

criteria.


MAKE THE COMPARISONDONOR ADVISED FUNDS• No setup fees.• No annual distribution is required.• No excise taxes.• Choose to make grants anonymously, if you prefer.• Have access to our grantmaking staff.• Setup time is short and handled by our staff.• Administration is pooled; annual fee is charged; we handle reporting. Income Tax Deductions• Cash: up to 50% of adjusted gross income (AGI).• Appreciated publicly traded stock: fair market value up to 30% of AGI.• Long-term real estate and other securities: fair market value up to 30% of AGI.

PRIVATE FOUNDATION• Setup costs include legal, accounting and filing fees.• Annual distribution of 5% required by the IRS.• Excise tax on net investment income.• Tax return with grant listing is public; published in GuideStar.• You must research potential grants and bear the expense of staffing the foundation.• Requires legal counsel; takes time to establish.• Ongoing annual legal and accounting expenses and filing fees.• Annual 990-PF IRS tax form must be filed. Income Tax Deductions• Cash: up to 30% of AGI.• Appreciated publicly traded stock: fair market value up to 20% of AGI.• Long term real estate and other securities: deductible at cost basis.

Note: IRS regulations can change from year to year. Consult your professional advisor when making a decision regarding tax deductions and contributions.

CORPORATION

You make grant decisions.

NONPROFIT AGENCY

AgencyFund

Agency has access to fund principal and earnings.

Agency Endowment

Fund

Agency has access to fund earnings only.

OR

Community Foundation makes the grant

decisions.

Field-of-Interest

Fund

UnrestrictedFund

OR

DesignatedFund

ScholarshipFund

Donor Advised

Fund

You choose scholarship

criteria.


GIFTS

We work with our donors and their professional advisors to facilitate contributions in many forms:

CASH AND MARKETABLE SECURITIESMarketable securities include stocks, bonds and shares of mutual funds.

CLOSELY-HELD AND RESTRICTED STOCK Contributing closely-held or restricted stock to maximize giving options and minimize tax liability cost-effectively.

BUSINESS AND PARTNERSHIP INTERESTSContribute a whole or partial interest in an investment or business.

TANGIBLE PERSONAL PROPERTYGive tangible personal property like rare books, furniture and artwork.

REAL ESTATEGive your principal residence or vacation home, a farm, a commercial building, a subdivision lot or unimproved land.

RETIREMENT PLAN ASSETSName the Community Foundation as a primary or contingent beneficiary of a qualified retirement plan (i.e. IRA, SEP, 401(k), 403(b), etc.). You may be able to make a larger gift than you anticipate.

GIFTS OF LIFE INSURANCEName the Community Foundation as a primary or contingent beneficiary of a life insurance policy. If we are named both sole owner and beneficiary of a paid-up policy, you will be eligible for a charitable income tax deduction. Your additional premiums may also be tax deductible.

Additional details are available on our website at: cfcollier.org

Giving Now

TYPES OF GIFTS

“I’ve learned that you shouldn’t go through life with a catcher’s mitt on both hands. You need to be able to throw something back.”

– Maya Angelou


Establishing trusts and bequests can be complex. To ensure your gift is properly administered, establish a charitable trust with the assistance of both your legal and financial advisors and the professional staff at the Community Foundation.

CHARITABLE TRUSTS• Charitable Remainder Trust By gifting assets to establish a charitable remainder trust, you receive an immediate tax deduction and lifetime income for you or your named beneficiary or beneficiaries. You also reduce or avoid capital gains taxes associated with the gifted asset. Eventually, when the trust’s term is complete, the remaining assets pass on to the Community Foundation.• Charitable Lead Trust Foundation to fulfill the donor’s charitable wishes. A charitable lead trust provides income payments to the Community Foundation for a specified period of time, after which the trust is dispersed to its beneficiaries.

CHARITABLE GIFT ANNUITYThis is a way for you to receive guaranteed income for life and an immediate income tax deduction, while at the same time, leaving a charitable legacy.

BEQUESTSThe most traditional form of a deferred gift is a bequest. Consider including the Community Foundation in your will or revocable (living) trust.

HONORARY AND MEMORIAL GIFTMany people like to give to our community impact funds, field-of-interest funds or scholarship funds in honor or memory of family, friends or colleagues.

Additional details are available on our website at: cfcollier.org

Giving Later With Planned Gifts

“The true meaning of life is to plant

trees, under whose shade you do not

expect to sit.”

– Nelson Henderson


THE IMPACT OF GRANTMAKING

BUILDING OUR ECONOMY AND OUR ENVIRONMENT ONE REEF AT A TIME

The Artificial Reef Project is a special project fund at the Community Foundation.


The problem was as vast as the ocean—or, in our case, the Gulf of Mexico. Over time, the reef system in the Gulf waters bordering Collier County in Southwest Florida had been destroyed by hurricanes and shifting currents. For fish and other marine life, there was nowhere to run—or hide—and the impact on Collier County’s environment and tourism industry was significant and growing more severe. Enter Peter Flood, local Naples attorney and dedicated fisherman with a big idea: gather 18,000 tons of clean recycled and donated concrete, sink it 12-30 miles from shore and create six 500-ton reefs, each the size of a football field. Result: a world-class system of reefs where marine life would be restored and grown, recreational divers could explore freely, and environmental scientists could study and learn from the ecology of our region. Peter Flood understood that big projects need big—and diverse—partnerships. He joined forces with world-renowned scientists and with Collier County’s Economic Recovery Task Force to begin the planning. Then, he reached out to the Gulf Tourism and Seafood Promotional Fund set up by BP in the wake of the 2010 oil spill, and also to local city and county governments to apply for the grants that would help make the reefs a reality. The project was awarded $1,315,000—the largest BP grant for a single project—and the permits from each government agency are put in place. Finally, to weave it all together, Flood and the Community Foundation of Collier County joined forces to provide two services: establish the Artificial Reef Project Fund to accept all public and private legacy donations and to administer funds to the City of Naples, City of Marco and Collier County, based on stringent guidelines. At the Community Foundation of Collier County, the Artificial Reef Project is an opportunity for the Foundation to provide the administrative and financial stewardship services that it does so well and to work collaboratively with a variety of organizations and donors to make a positive impact on our local environment and our economy. Experts tells us that fish will start congregating just 12 hours after the reef is created and that the reef has a life expectancy of 800 years. Now, that’s a legacy.

“Our commitment to strengthening our“community immediately and forever“is born out of projects like this.”– Eileen Connolly-Keesler, President/CEO, Community Foundation



AND THE WINNER IS…

The gold medal. The blue ribbon. The brass ring. In every discipline there exists a singular honor, coveted above all others that the best of the best strive to achieve. For Southwest Florida’s young musicians, that distinction is the Naples Music Club’s Turiel Award. To qualify for the Turiel Award, students take part in the Naples Music Club Scholarship Competition. Students, grades 6 through 12, who live in Collier County, Bonita Springs and Estero are eligible. Each applicant must play or sing two pieces from different musical time periods. At this year’s competition, which was hosted by the Bayshore Cultural and Performing Center (CAPA) during the final concert of the Erich Kunzel Classical series in May, the Naples Music Club awarded a total of 71 scholarships. The top 12th grade winners went on to compete for the Turiel Award. The awards committee had a tremendous task on their hands as one by one, each young virtuoso took the stage and left the audience amazed at their abilities and musical sensibilities.

Virtuoso Misty Drake Wins the 2014 Turiel Award

THE COMMUNITY FOUNDATION CONNECTIONThis year we provided grants in the amount of $10,000 to The Naples Music Club’s Outreach Program. The Outreach Program includes Middle School Master Classes to 2nd- and 3rd-year middle school students who have never studied music privately; the Haegg Encouragement Award to nurture the talents of gifted students who do not have the means to take private music lessons; and the Piano Program after-school, small-group piano lessons for financially-needy students who attend specific Title 1 schools. The Community Foundation’s grant allowed the Club to expand these programs, including the Naples Music Club’s Scholarship Competition. Talented young violinist Misty Drake took part in that competition and won the 2014 Turiel Award. Read more about the Club, Misty and her accomplishments. We are so pleased to be part of her future. The following article, authored by Marci Seamples, originally appeared in part in è Bella Magazine.

22

2013–2014 ANNUAL REPORT

“Having such a supportive and musically enriched

community has shaped me and formed who I am.”

THE AWARD GOES TO Everyone waited with high anticipation as the committee gathered during intermission to make its final selection. The audience returned to their seats and a hush fell over the auditorium as the announcement was made…the 2014 Turiel was awarded to violinist Misty Drake. “The whole process was a fantastic experience,” says Drake. “You never know why the judges pick who they pick. The past winners have all been very successful. It is such a great honor.” Drake already has many awards and honors to her credit. She was the winner of the Naples Philharmonic Concerto competition three years in a row (2011-2013), placed first in the strings category in the 2013 Jillian Prescott Awards Concerto competition, and was named youth strings winner of the Bach Festival of Southwest Florida from 2010 to 2012. Drake began her musical endeavors at age 3. “My father had been away on a business trip and had stopped in a music store,” she recalls. “He told the shop keeper that his daughter wanted to play the violin. The gentleman at the store came out with a tiny 1/16 violin and told my dad I had to take Suzuki method classes. When he came home, he gave me the violin.” Drake said she took the violin out of the case, played a few notes, and then went to play with her dolls. But she did, in fact, go through the Suzuki method books and evolved into the award-winning musician she is today.

IN GOOD COMPANY Established in 1996 by Mr. and Mrs. Samuel Turiel, the Turiel Award honors the memory of their son Daniel, who throughout the course of his career, was one of three founding members of the Naples Philharmonic Orchestra, principal clarinetist of the Southwest Florida Symphony and Naples Concert Band, and founder, president and artistic director of the Gulf Coast Opera Company. This fall, Drake will head to the Eastman School of Music in Rochester, NY. Named the “Hottest School for Music” in the U.S. by Kaplan/Newsweek in 2008, Eastman has consistently been ranked by U.S. News and World Report as a top school for several disciplines, including instrumental performance. Drake chose the school because so many of her mentors in the Naples Philharmonic Orchestra studied there as well. “The Eastman School seems to be one big family,” she says. It’s not surprising that Drake would gravitate toward an institution with such close ties. She is very appreciative of the Naples community and the impact it has had on her education and success thus far.


MINDS THAT MATTER

In Southwest Florida, migrant laborers are paid less than $1 for every 32 pounds of tomatoes picked, resulting in high rates of poverty. The families frequently move to follow seasonal crops, separating families for long stretches. If the children go with their parents, they typically fall behind in academics and socialization. Many families face language barriers and the specter of deportation. Enter Dr. Maribel Rivera who arrived in Southwest Florida last year to join the David Lawrence Center as a staff psychiatrist working at the David Lawrence Center’s Children’s Medical Services with clients ranging in age from 3 to early 20s. Rivera sees an average of 300 families between Naples and Immokalee—typical of pediatric and adolescent caseloads nationally, she says. Her clientele here face several challenges—attention-deficit

hyperactivity disorder (ADHD) and oppositional defiant disorder (ODD), mixed with anxieties that come with the layered psychosocial elements felt by the entire migrant family. “Child psychiatry ends up being family psychiatry,” she says. “I really am working with the entire family unit.” Dr. Rivera came to work here through the “Beautiful Minds” Children’s Mental Health Initiative, funded by the Naples Children & Education Foundation to provide integrated healthcare services to underserved children in Collier County. Collaborating with the Healthcare Network of Southwest Florida, Florida State University College of Medicine and the Community Foundation’s grantee, National Alliance on Mental Illness, Dr. Rivera is part of a larger team that is addressing both the children’s mental and physical well-being in an integrated, continuum of care—the first time that kind of program has been offered to the low-income, migrant farming families of Immokalee. Before Rivera’s arrival, limited child psychiatric services were offered to the Immokalee region via telemedicine. Now, it’s a continuum of services, training and constant communication so patients don’t get lost in the system. “We all contribute and learn from each other,” she says. “We get to collaborate, and that doesn’t happen too often in mental health or any other health field. We have shared patients, so we are giving integrated care, and that’s very fulfilling.” Board-certified in adult, child and adolescent psychiatry, Rivera has seven years of research and clinical experience with a specialty in multi-problem cases. Even more crucial, Rivera has a connection and compassion that comes from living on both sides of the fence. “I’ve been on both sides: needing the help, struggling through systems and services to get help for my loved one. I understand how families are hurt and in pain when they tell me they are lost in the system.” Rivera sees special qualities in her patients. “They are very resilient, wonderful, simple people who use limited resources and make the best out of them,” she says. “Particularly in Immokalee, I feel my contribution, as small as it may be, is still huge. There was no one doing this before I was there.”

Pioneering Work on the Mental-Health Frontier in Immokalee


COMMUNITY FOUNDATION CONNECTION This year we—and others—provided grants to members of a partnership that is addressing children’s mental health issues in Collier County. The mission of the collaborative—NAMI, Healthcare Network of SW FL (Formerly Collier Health Services), David Lawrence Center and Florida State University College of Medicine (Immokalee Campus)—is to provide a community mental health continuum which offers prevention, early identification and treatment of children with mental health diagnoses. Read more about the work that one of the partners, David Lawrence Center, and its leadership are doing to provide these services. Before Dr. Maribel Rivera’s arrival, limited mental health services were being provided via telemedicine. Now, with her expertise on-site and mobile support from resources like NAMI’s HUGS mobile, effective care can be provided. We are so pleased to be part of the village that is improving mental health care in Collier County. The following article, authored by Cathy Chestnut, originally appeared in part in è Bella Magazine.

“I grew up in a simple family, and itreminds me of my own roots. Serving

this population speaks to me on a personal and professional level.”

The scholarshipadvantage: a note to students.

Some people think that scholarships are primarily designed for students who are in need of financial assistance. Not always the case. In fact, winning a scholarship benefits a student for several years after they receive the award.

Consider this…✓ RECOGNITIONFor some scholarships there are hundreds of applicants. When you are recognized for your accomplishments by receiving a scholarship, it gives you confidence and makes you aware of your potential early in your academic career.

✓ SCHOLARSHIPS PROVIDE VARIED FINANCIAL SUPPORTEven if you are not relying on financial aid, you can still benefit from a scholarship. Some scholarships offer money that can be used to pay for other expenses associated with college, like books and fees.

✓ SCHOLARSHIPS MAKE YOUR RESUME STAND OUTA scholarship can make your resume stand out. Being recognized for your achievements may help get an interview with a future employer…after you graduate from college.

SCHOLARSHIPS


We were pleased to award 64 scholarships, totaling nearly$533,000, to students enrolled in accredited high school, trade school, community college and university programs for the 2014-2015 academic year. The majority of the scholarships were given to students who currently attend schools in Florida’s Collier and Lee counties. These scholarships were awarded through 22 funds administered by the Community Foundation and established by generous local donors, corporations and organizations allowing students to pursue higher education. Most of these funds focused on student achievements and financial hardship and all expressed a deep belief in the power of education to help young people achieve their dreams. “The talent and potential represented by this past year’s scholarship recipients was impressive,” said Deborah Russell, a member of the Scholarship Grant Committee. “Our choices were never easy! We are thrilled to support these students and grateful to the donors whose contributions make these awards possible every year.” Russell explained that students are extremely grateful for any form of assistance that eases their financial obligations when they pursue higher education. She shared a note from Melissa Farrell, a recipient of an award from the David M. and Judy B. Jones Scholarship Foundation. Since 2009, the Joneses have bestowed the power of education by awarding over $204,000 in scholarships at the Community Foundation. Melissa says: “The David M. and Judy B. Jones Scholarship gives me the opportunity to pursue a degree in my career of choice, nursing. I am the first in my family to attend college. You have eased my financial burden, allowing me to focus more on the most important aspect of school, learning. I hope one day that I will be able to help students achieve their goals just as you have helped me.”

WHAT A YEAR FOR DREAM MAKING!

Since 2008, the Community Foundation has awarded more than $1.1 million in scholarships to support students who are seeking a college education.

2013–2014 ANNUAL REPORT27

In 2013-2014, grants awarded by Women’s Initiative Network Endowment Fund benefited:

✓ CARE CLUB OF COLLIER COUNTYCaregiver support for low-income individuals with dementia.

✓ JEWISH FAMILY & COMMUNITY SERVICES OF SOUTHWEST FLORIDA (JFCS)Support vulnerable seniors and their caregivers and address senior isolation and loneliness.

✓ LEGAL AID SERVICE OF COLLIER COUNTYSupport vulnerable seniors, women heads of households with children, and women and girls with disabilities who require legal assistance.

✓ NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) OF COLLIER COUNTYSupport for Latino at-risk teens and their mothers.

✓ BOYS & GIRLS CLUB OF COLLIER COUNTYSupport the Junior Women’s Initiative Network program and engage mentors to develop leadership skills for at-risk teen girls.

✓ THE WOMEN’S FUND OF SOUTHWEST FLORIDAEstablish a Southwest Florida Regional Center on Human Trafficking to deliver support from law enforcement and victim-service agencies to women and girls victimized by human trafficking.

Women’s funds appear in many settings—public charities, private foundations and funds within community foundations like ours. Surveys revealed that funding for women and girls by the broader foundation community has grown at a faster rate than foundation giving on the whole. But as a share of overall foundation giving, funding for women and girls has remained below 7.5 percent for more than 15 years. Our interpretation: funders are aware of the potential for change by investing in women, but awareness that sparks giving must be intensified. The women of the Women’s Initiative Network (WIN) agree that investing in the empowerment of at-risk women and girls is vital. “When you invest in a woman, you invest in a family, in a community and, ultimately in our nation,” says Liz Jessee, a 2013 Woman of Initiative and member of the WIN Steering Committee. Women, children and seniors at risk and in need of immediate financial assistance were a focus of (WIN) grantmaking this year. Grants in the amount of nearly $58,000 from the Network’s Endowment Fund supported organizations that provide assistance to Collier County women in need: basic needs support, caregiver support, legal services, mental health services, programs for building life skills and crisis support for victims of human trafficking. One of these grants was also awarded to the Junior Women of Initiative (JWOI) Mentoring Program, founded in 2005 when Naples residents, Carolyn and Roy Neumann, approached the Community Foundation about funding a mentoring program at the Boys & Girls Club of Collier County. The program inspires and connects 25-30 women mentors—many drawn from WIN—with young women, ages 13-17. These grants were drawn in part from the investment income from the Endowment Fund of the Women’s Initiative Network and from funds raised at the Network’s special events: Power of the Purse, the Women of Initiative Honorees event and unique campaigns like the One in a Million endowment-building. To serve the current and changing needs of women and girls inCollier County through grantmaking—that is the powerful mission ofthe Women’s Initiative Network.

The Women’s Initiative Network’s Endowment Fund is a field-of-interest fund at the Community Foundation.


The Community Foundation works with donors to help them plan ahead and positively impact nonprofit organizations and issues they care about beyond their lifetime. But we could not do this quite as effectively without the partnerships we enjoy with our area’s professional advisors—attorneys, financial planners, wealth mangers—and the volunteers who serve on our Professional Advisors Council.

Kim Ciccarelli Kantor, president, refers to the benefits the Community Foundation provides when planning for charitable funds for the families she serves. Kim values most the Foundation team’s ability and commitment to deliver the high degree of expertise, professionalism and responsiveness that her clients expect. Her family-focused wealth management firm provides objective investment, tax, estate, and lifestyle planning advice to high net worth individuals and all family members. “In addition to providing a management process for charitable funds, the Community Foundation qualifies and examines charities being considered for gifts. Most advisors do not have the staff, experience or the vehicles to administer charitable funds as the Foundation does,” Kantor explained. “Charitable planning is personal and complex, and clients can best be served with a team effort. Bridging family goals coupled with the secure and comfortable, customized and personalized service our community foundation provides is an excellent choice.”

Service

Kim Ciccarelli KantorCiccarelli Advisory Services, Inc. CFP, CAP

When help is needed to prepare and administer estate plans, many families and their advisors call on Dennis Brown at Bond, Schoeneck & King for his expertise in estate planning and probate services. Dennis Brown cites a number of reasons for referring individuals to the Community Foundation, including the ability of clients to fulfill their charitable goals by utilizing tax-wise strategies for appreciated property and avoiding filing, legal and accounting fees associated with a private foundation. Additional benefits include facilitating anonymous gifting and transferring funds electronically. In fact, Dennis and his wife established their own donor-advised fund at the Community Foundation of Collier County. “Linda and I created a charitable fund to advance our charitable goals and to make our giving more efficient,” he said. “The Community Foundation has been a wonderful resource for my family and my clients.”

Efficiency

Dennis C. BrownBond, Schoeneck & KingJD, LL.M. Board Certified Wills, Trust & Estate Lawyer

THE POWER OF PARTNERSHIP

WHY PROFESSIONAL ADVISORS CONNECT WITH USFour of our professional partners share their points of view on the role that the Community Foundation has played in helping them help their clients.


As a partner with Quarles & Brady, one of the area’s largest full-service law firms, Kimberly Leach Johnson appreciates the value and ease that the Community Foundation offers her clients. Many of those whom she counsels have an interest in charitable giving and the means to create a private foundation. However, Johnson urges them to consider establishing donor-advised funds at the Community Foundation. “The benefit of donor-advised funds is that clients don’t have to maintain a separate foundation with annual reporting requirements. You can start with smaller contributions to try it out and then increase those amounts in the future,” Johnson explained. Others offer donor-advised funds, but Kim is comfortable referring clients to the Community Foundation. “You don’t have to deal with a huge bureaucracy. It’s as easy as picking up the phone,” Johnson said. “Working with a donor-advised fund at the Foundation makes charitable giving effortless.”

Simplicity

Kimberly Leach JohnsonQuarles & Brady, LLPJD, LL.M. Board Certified Wills, Trust & Estate Lawyer, Firm Chair

Partnership

Ed Wollman, partner at Wollman, Gehrke & Solomon explains his reasons for referring his clients to the Community Foundation. “The Community Foundation has been a wonderful planning partner for me and an exceptional charitable outlet for clients of mine who have charitable interests. The Community Foundation staff is both professionally knowledgeable and user friendly. They have assisted me in implementing tax advantageous structures and, at the same time, helped my client—families that are working to refine and define their philanthropic goals, with a particular eye toward local charitable organizations which need financial support. One particular strength of the Community Foundation is their patient encouragement of involvement by second and third generation family members in family philanthropic structures established by prior generations. Thank you Community Foundation for being a great partner in the philanthropy of my clients.”

Edward E. WollmanWollman, Gehrke & Solomon, P.A.JD, LL.M. Board Certified Wills, Trust & Estate Lawyer, Master of Laws and Taxation

It’s simple, really. Professional advisors know their clients. We know philanthropy. Together we can ensure that donors make the best decisions for making a difference in Collier County. Many of our professional advisors’ clients may already be donating regularly to the organizations and programs they care about. By partnering with the Community Foundation, advisors can make it easier for their clients to give effectively and receive significant tax benefits. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, the Community Foundation has a team of philanthropic professionals to help advisors and donors find the best solutions.

And, as an added benefit for all professional advisors in our community, the Professional Advisors Council hosts engaging lectures and seasoned experts from around the country as part of its mission to educate their colleagues. These experts share strategies for working with clients on how to maximize their charitable giving through careful planning and a relationship with the Community Foundation.


FINANCIAL HIGHLIGHTS

The Importance Of TransparencyThe Community Foundation of Collier County adheres to the highest standards to operate in the public view and public interest. Our most current financial information is updated quarterly and always available for review. We make available for public inspection the last three years of our financial statements, Internal Revenue Service Form 990 and Form 990-T (if applicable), and our Letter of Determination. You may also visit GuideStar at guidestar.org for more information about the Community Foundation.

Community Foundation of Collier County, Inc.

Statement of Financial PositionJune 30, 2014

ASSETSCash and Cash EquivalentsCash and Cash Equivalents Held for InvestmentCertificates of DepositAccrued Interest ReceivableInvestmentsReceivables, NetConvertible Debentures, NetBeneficial Interest AgreementsSplit-Interest AgreementsProperty and Equipment, NetOther Assets Total Assets

2013$ 772,132

3,757,7412,343,344

53,98555,088,959

6,500--

2,091,7177,768

35,572$ 64,157,718

2014$ 594,623

8,278,627-

33,30866,264,158

--

41,7172,345,384

14,09158,240

$ 77,630,146

LIABILITIES AND NET ASSETSLIABILITIES Grants Payable Accrued Expenses Funds Held For Agencies Annuity Obligations Total Liabilities

NET ASSETS Unrestricted Board Designated Endowment Funds Designated Field-of-Interest Scholarship Unrestricted Donor Advised Funds Operating Funds Total Unrestricted Net Assets Temporarily Restricted Beneficial Interest Agreements Split-Interest Agreements Total Net Assets

Total Liabilities and Net Assets

$ 97,34796,777

2,580,258660,653

3,435,035

19,227,1392,314,0332,538,859

10,292,96622,840,915

1,417,05558,630,966

-2,091,717

60,722,683

$ 64,157,718

$ 73,90283,241

4,265,748588,764

5,011,655

20,899,1973,333,6373,807,168

12,475,55128,588,453

1,127,385 70,231,391

41,7172,345,384

72,618,492

$ 77,630,146



Financial HistoryThe Community Foundation of Collier County is a tax-exempt, public, charitable fund, established in 1985 with a $300,000 endowment to increase and focus private philanthropy in the area. Today, the Community Foundation holds over $77 million in assets and has distributed $74 million in grants to nonprofit organizations and community programs. The Community Foundation manages a pool of permanent endowed funds established by charitable individuals, and makes grants from the investment earnings to address community needs and issues. Through sound investing, effective grantmaking and building the capacity of Collier County nonprofit agencies, the Community Foundation seeks to strengthen our community forever.

Arts $1,109,324 15.5%Community Impact $754,066 10.6%Education $1,213,566 16.9%Environment $575,894 8.0%Health Care $1,058,153 14.8%Human Services $1,984,103 27.7%International, Foreign Affairs $260,109 3.6%Religion $209,236 2.9%

Total $7,164,450 100.00%

2014 Grants by Program Area

5 Year Growth in Assets (Millions)

$58.4$65.7 $63.5 $64.2

$77.6

20

10

20

11

20

12

20

13

20

14


About Our InvestmentsThe Community Foundation of Collier County pools the resources of its many donors into a managed endowment pool that gives donors access to a highly diversified portfolio with world-class managers. The Foundation engages with J.P. Morgan Private Bank to manage this General Endowment Pool. J.P. Morgan Private Bank is part of J.P. Morgan Chase & Co. J.P. Morgan has the size and worldwide-reach to offer maximum diversity for our investment portfolio and employs experienced registered advisors who fully understand our investment goals. The Community Foundation’s CFO and its Investment Committee—eight individuals with business and wealth management experience—provide another layer of due diligence. The Foundation’s CFO oversees the results of our investments on a monthly basis, and the Committee oversees the results quarterly.

Investment StrategyThe Foundation’s strategy is to maximize return while preserving capital and liquidity, producing consistent and stable growth with low to moderate risk. Our goal is to grow donor endowments so that they can grant more to the causes they care about. Our investment returns, updated quarterly, are available on our website at cfcollier.org.

Financial PartnersNorthern Trust, U.S. Trust, Huntington and SunTrust are financial partners with the Community Foundation. If a donor has an existing relationship with any of our financial partners, the Community Foundation can use the partner as the investment manager for that donor’s specific fund.


U.S. Large Cap Equity 19.4%U.S. Mid-Cap Equity 5.5%International/Global 23.1%Emerging Markets 2.1%Hedge Funds 18.8%Private Equity 5.3%Real Estate 4.9%Commodities 2.6%Fixed Income 9.4%Cash 8.9%

Total 100.00%

J.P. Morgan AssetsJune 30, 2014


DONOR ADVISED FUNDSAgua FundBill & Penny Allyn FundJoshua J. Allyn FundLew & Dawn Allyn Family FundAnonymous Funds Aspiration Program FundJo Ellen Atkinson FundAusschnitt FundMelinda & Tom Beal Charitable FundJames A. & Evelyn S. Belleman FundKeith S. Benson Family FundBernton Family FundTiffany & Jane Billings FundBlair Foundation FundBrayman Family FundBrown Family FundBurton Family FundMary McTague Byrom FundDonald & Ruth Campbell FundChildren’s Empowerment FundChildren’s FundHarvey & Janet Cohen Family FundHarvey D. & Janet G. Cohen Charitable Foundation FundCollier County 100 Club FundThe CORD FundCritter FundJeannine M. Danis FundThomas J. & Mollie E. Danis FundDearholt FundDerham Tea Fund, in memory of Thelma, Earl & AliceBarbara Janney Desanzo FundCharles & Helen Donahue FundBob & Connie Eaton Family FundEmpowerment Alliance Non-Endowment FundJeff and Trish Erickson FundEdrick & Linda Flewelling FundTerrance R. & Christine R. Flynn FundDavid J. Foege Fund for Non-Embryonic Stem Cell ResearchKenneth C. Freeberg Animal Rescue FundHoward Freedman FundJay L. Friedland, M.D. Prostate Cancer Research FundMyra & Mort Friedman FundFund for Job CreationJay & Lee Gates FundThe GBH FundBrian Gibbs Memorial FundJames & Nancy Gibson FundSusan McTague Goldman FundGoodlette Leadership FundGoodman Family FundThomas C. Graham & Irene W. Graham Scholarship FundMichael Grech & Pete Villani Memorial FundGulfshore Insurance Community Support & Betterment FundBrad & Jennifer Havemeier FundAnn McAndrews Herrmann FundHope FundAlan & Beverley Horton FundHoward & Troth Family FundHuntington National Bank Private Financial Group FundMary Pat & Frank Hussey FundAllan & Mary Ivascu FundAllen F. Jacobson Family FundF. Craig & Patricia Jilk FundDavid M. Jones & Associates FundSteven & Carisa Jones Family FundKantor Family FundKapnick Family FundKazanjian–Yarrington Family FundAlan Keller FundKristin Keller FundGeorge R. & Joyce H. Kempton Family FundReverend Kathleen L. Kircher Fund

2014 FUNDS

Donors choose how to build their philanthropic legacies.Donors to the Community Foundation of Collier County can choose how involved they want to be in determining the beneficiaries of their gifts. They can specify exactly where they want to direct their support or they can leave allocation decisions up to the Foundation’s Board of Trustees and staff. As flexible as the process is, all donors have the assurance that their investments will always be a part of the Foundation’s assets and will always benefit projects and organizations in Collier County and throughout the United States.

Eileen Kopp Advised FundLea Family FundLegacy Foundation Group FundSusan K. Lennane Family FundLowry Hill Private Wealth Management FundDonald R. & Josephine F. MacLennan FundDonna MacNiven Junior Leadership FundJeanne Manuri FundMcBride Family FundMcCann Family FundMcIlvaine Grandchild FundMerrill Lynch Naples Employee Philanthropic FundMr. & Mrs. Lloyd I. Miller FundJohn & Connie Miller FundMoates’ Kicks for Kids FundJ. Richard & Carol Munro FundStephen R. & Mary Lynn Myers Family FundNaples Concert Band FundNaples Endowment for the Arts & Camille’s Camp FundNCH Healthcare Community FundRoy & Carolyn Neumann Volunteer FundNichols Foundation FundNorris FundNorthern Trust Silver Anniversary FundElizabeth & Frank Odell Family FundLinda Halverstadt Ottenad FundParadis Foundation FundJohn & Maggie Picotte FundThe Kim Prince Memorial FundQuest FundBob & Judy Rathert Family FundRichard P. & Marilyn S. Rechter Family Advised FundJohn & Jackie Remington FundAdele D. Rice FundJ. Lee Robinson FundThe RWH FundKatharine B. Ryan Family FundSachs Family FundJo Ann Schwartz Family FundRobert P. Schwartz Memorial FundA. Robert & Helen Seass CRT FundShehadi Family FundJames & Julia Shelly FundSherwood Forest Foundation FundMichael & Barbara Sill Family FundJohn Sorey FundSunTrust Bank of SWFL FundSW Florida 49ers FundEdward R. Swingle Family Philanthropic FundMichael J. Szwed Legacy FundBruce Thalheimer Charitable FundThiele Family FundJane Thomas FundWarren F. & Jean L. Tischler Memorial FundTurner Family FundDouglas M. VanOort FundVaron/McElroy Family FundWainscott Family FundWasmer, Schroeder & Company FundJames S. Weaver, Jr. Family FundWebster FundGerry Wheeler Memorial Fund for Grieving ChildrenThe Whitaker Foundation FundRobin T. & Youngja White FundRichard & Barbara Widman FundMyra N. & Van Zandt Williams Jr. Donor Advised FundWilsonMiller Charitable FundJohn R. Wood Realtors FundKarl & Joanne Wyss FundZonta Club of Naples Fund

DONOR DESIGNATED FUNDS211 Endowment FundHerbert & Ruth Abramson Designated FundTheresa M. Anderson FundAnonymous Funds Artificial Reef FundBerry & Diane FundH. Max & Letha L. Brown FundPat & Laura Cacho Family FundEleanor Wallace Caswell Scholarship FundChildren’s Trust FundMark & Pearle Clements FundCollier County Honor Flight FundPaul F. & Edith B. Cooper FundTom Cooper Designated FundDavid Lawrence Foundation Mental Health Development FundDerham FundNally E.D. duBois FundFirst Book-Collier County FundDon & Helen Franke FundFranke Leadership FundFun Time Early Childhood Academy FundGetzelman FundWilliam Godley Memorial FundMargaret B. Griffith FundJoseph & Betty Haskett Family FundHospice of Naples Endowment FundMaurice & Lynn Katz Family Foundation FundMary Elizabeth Kelley FundMyron T. Kelley FundW. Dain Kuhns & Elizabeth H. Kuhns FundLeadership Collier FundThe League Club Designated FundLee & Mary Ledford FundLucie Jenny MacCarthy FundMarco Eagle Sanctuary FundMarco Island Veterans Memorial FundPaul E. & Ann C. Martin FundWilliam K. & R. Kathryn McInerney FundWilliam K. McInerney Memorial FundPeggy T. McIntire FundDelvin G. Miller & Mary F. Miller Memorial FundJohn S. Nagel Memorial Library FundNCH Healthcare System Endowment FundRoss P. Obley Family FundTerry Olson FundD. Ray & Ruth D. Park FundChester G. & Alice P. Parsons FundJean Peaslee Scholarship Fund of The Naples Players Theatre GuildPlanned Parenthood Designated FundJames D. & Bess S. Polis Foundation FundEdwin J. Putzell, Jr. & Dorothy C. Putzell FundWilliam G. Robertson FundRalph G. & Katherine K. Ryan Endowment FundHolland T. & Mary Jeanne Salley FundSalvation Army FundHerbert B. & Margaret E. Scheu FundSchoen Family FundPatricia L. Schrenk FundArthur G. & Helen Shireman Designated FundEdna F. Springer FundEdna Frantz Springer Award for Unsung Members FundThomas & Elizabeth Sully FundThe Eleanor B. Sweet Designated FundTulip Endowment FundThe W. Wadsworth & Dorothy M. Watts FundJohn F. & Laura M. Whitcomb FundArthur J. Willenborg Endowment FundHelen & William J. Williams FundJane R. Williams FundYMCA Giving Circle Fund

FIELD-OF-INTEREST FUNDSAnonymous FundBasic Needs FundDeupree Family Environmental FundFresh Start for Abused Women Endowment FundFresh Start for Abused Women Grant FundAlfred & Vera Goodman FundOrthoptic/Blind/Visually Impaired FundPark Shore FundR. Covell Radcliffe Aids Research FundMr. & Mrs. James E. Smith Fund for EducationTeen Pregnancy Prevention Initiative FundWIN Endowment FundWomen’s Giving Circle of SWFL Fund

AGENCY & AGENCY ENDOWMENTS FUNDSAble Academy FundAngels Undercover FundArtsNaples World Festival FundBaby Basics Endowment FundBach Ensemble Endowment FundBayshore Cultural and Performing Arts Center FundBig Cypress Chapter NSDAR FundBoys & Girls Club-Great Futures Start Here FundCancer Alliance of Naples FundCare Club of Collier County FundCelebration Community Beach Church Endowment FundCelebration Community Beach Church FundChampions for Learning Agency FundChildren’s Museum of Naples FundClassic Chamber Concerts Endowment FundCollier County Florida Special Olympics FundCommunity School of Naples Foundation FundDavid Lawrence Foundation Mental Health Endowment FundFriends of Foster Children, SWFL Endowed FundFriends of the Library of Collier County FundFriends of Rookery Bay Endowment FundFun Time 50 More Years Fund 2Fun Time Building Reserve FundFun Time Early Childhood Academy Fifty More Years FundGirl Scouts of Gulfcoast Florida, Inc. FundGoodwill Industries of Southwest Florida FundGrace Place for Children and Families Endowment FundGreater Marco Family YMCA, Charles & Elizabeth Frank Legacy FundGreater Marco Family YMCA Agency FundGreater Marco Family YMCA Legacy FundHabitat for Humanity of Collier County Endowment FundHarry Chapin Food Bank FundHumane Society of Collier County Endowment FundJewish Family & Community Services of SWFL FundJunior Achievement of Southwest Florida Endowment FundLaces of Love FundThe League Club Endowment FundLiteracy Volunteers of Collier County FundMarco Island Center for the Arts Foundation FundMarco Island Rotary Club Foundation, Inc. FundMental Health Assoc. of SWFL Endowed FundNAMI of Collier County Endowment FundNaples Alliance for Children Endowment FundNaples Historical Society Endowment FundNaples Junior Woman’s Club Fund Naples Lions Club Endowment Fund, in memory of Joel FeinsonNaples Music Club Scholarship-Fernando FundNaples Music Club Scholarship-Haegg Fund



Naples Music Club Scholarship-Saby FundNaples Music Club-Scholarship Reserve FundNaples Music Club Scholarship-Turiel FundNaples Music Club Scholarship-Warren FundNaples Players KidzAct FundNew Horizons Endowed FundBonnie K. Yarrington Fund (Planned Parenthood)RCMA Endowment FundThe Rotary Club of Naples Charitable FundThe Rotary Club of Naples Scholarship Endowment FundSenior Friendship Centers Foundation FundSt. Ann School Foundation FundUnited Arts Council Community Arts FundUnited Arts Council Endowment FundWomen’s Fund of SWFLYMCA of the Palms Endowment Fund

SCHOLARSHIP FUNDSWilliam D. Anderson FundDaphne FundJoel Deifik Memorial Scholarship FundDiano-Tougas Scholarship FundDorothy Edwards Vocational Scholarship Fund of The Naples Woman’s ClubCarol Fedoryk Scholarship FundGlenview Employee Scholarship FundPatricia & F. Craig Jilk Family Scholarship FundDavid M. & Judy B. Jones Scholarship FundJubilee Scholarship FundAshley Kelly Memorial Scholarship FundMacNiven Family FundMediterra Employee Scholarship Program FundEdith & John Meli Scholarship FundNaples Equestrian Challenge “Deb PT” High School Volunteer Scholarship FundNaples Junior Woman’s Club Scholarship FundPort Royal Club Scholarship FundLouise Prothero Leadership Fund-Naples Woman’s ClubRoyal Poinciana Golf Club Employees & Dependents Scholarship FundSams Sailing Scholarship FundFreddie Sauer Scholarship FundThe Jimmy Schneeberger Memorial FundMarc Scialdo Scholarship FundMichael J. Szwed Legacy Scholarship FundRaymond D. & Sara Thomas FundDr. Norman & Gail Thomson Scholarship FundLorenzo Walker Education-Scholarship FundCol. Walter Walsh Criminal Justice Scholarship FundRalph Weiss Scholarship FundWorking Republican Women’s Scholarship Fund

UNRESTRICTED FUNDSHerbert & Ruth Abramson Unrestricted FundThe Albrecht Family FundGeneral & Mrs. David H. Baker Unrestricted FundBallard Family FundKeith S. Benson Family Unrestricted FundBlair Foundation FundRobinson & Martha Carter Bosworth, Jr. FundMary Jeanne & Ivan Bowen FundEdwin H. & Yvonne Bower FundJames G. & Helen M. Brooks FundConstance T. & Truman B. Brown FundEleanor & Henry Buhl FundEvelyn De France Burnham FundLois & John Cashman FundCFCC Disaster Relief FundJean & Wilson Chockley FundCincinnati Financial Corporation FundAlbert & Suzanne Cleaveland FundCommunity Impact FundRene J. & Carolyn E. Constantin FundCosgrove Family FundC. Frederick & Mildred E. Curtis FundT. Chalmers Curtis Fund

Verity Blakey Day Memorial FundTaber deForest Memorial FundDepuy Family FundDavid B. & Katherine O. Dupee FundTruxtun & Tyler Emerson FundMr. & Mrs. Philip Everest FundFrank S. Farrell Revocable Living Trust FundTed and Betty Flora FundDonald & Joan J. Forte FundOrville W., Jr. & Marion T. Forte FundJames Rogers Fox FundEarl & Shirley Frye FundGerrity Family FundGifford Family FundDorothee D. & Richard C. Grant FundHarness Family FundJack & Lucile Harris FundHartshorn Family FundMatthew B. Hecht Memorial FundSally J. Herzog Memorial FundRembrandt & Audrey Hiller FundBetty & Wallace Irwin FundWilliam J. & Nancy Biggs Kieckhefer FundSara W. Knapp Memorial FundRichard C. Krause FundLafrenz Family FundPhyllis M. Landes Unrestricted FundL. Bates & Marcia W. Lea FundLennane Family Unrestricted FundCorrie & Leonard Llewellyn FundAlan Loop Family FundJohn & Anne Luetkemeyer FundBetty & Bill Marshall FundAlice Ross Martell FundMcClintock Family FundDavid B. & Helen N. Meeker FundEdith & John Meli Unrestricted FundWillard & Gay Merrihue FundRichard & Joan Michelson FundCharles F. & Barbara W. Moore FundJames H. Morton FundJohn A. Mullenmaster FundRoy & Carolyn Neumann FundNulsen Family FundArthur J. Oberhelman FundWilliam & Sally Oberhelman FundJoseph W. & Edwina P. Oliver FundWilliam Greenville Pace FundPaterno FundThe M. Herbert Paul FundLieselotte Prym FundGene & Anne Ratliff FundBarbara R. Schricker Memorial FundCelia V. Scudder FundJean & Bruce Shannon FundKathleen B. Sherwin FundArthur G. & Helen Shireman Unrestricted FundJanet Simonds Short FundHarold S. & Mary W. Smith FundJulia T. Smith FundMae Shepherd Snow FundJohn & Gladys Strauss FundPerry MacKay Sturges FundEleanor B. Sweet Unrestricted FundMr. & Mrs. Sidney Swensrud FundJudith DeForest Taves FundBob Telford FundJack & Virginia Thompson FundJames A. & Joyce Thwaits FundFred W. & Virginia Uihlein FundJohn S. & Mary Claire Wadsworth FundConstance C. Wallace Memorial FundGeorge R. Wallace Foundation FundAnne & Morrison Waud FundElizabeth & Charles Williams FundDavid E. & Betsy Winebrenner FundWodecroft FundWyndemere Fund

WOMEN’S FUNDSPatty Baker Fund for Senior Arts & TheatreMary Baron FundLu M. Drackett FundChristine Flynn FundMana P. Holtz Fund for the Women’s Initiative NetworkDawn Litchfield Brown FundMartinez Lombardi Fund for Disadvantaged Children of Single ParentsSharon von Arx FundNancy White Fund for the Women’s Initiative

Funds established from July 1, 2013 through June 30, 2014 are shown in bold.


2013-2014 CONTRIBUTORS

Thank you.The following individuals, families, companies and organizations contributed to the Community Foundation of Collier County between July 1, 2013 and June 30, 2014. Gifts were gratefully received through the establishment of a new fund, adding to an existing fund, or contributing to an initiative of the Community Foundation. On behalf of the Community Foundation, we would like to thank all of our generous donors. Your support allows us to fulfill our leadership role in strengthening our community.

GIFTSMs. Iris T. AbelAble Academy, Inc.Charles Abookire TrustMr. & Mrs. Helmut M. AdamSusan Tischler Adler TrustAdvanced Nurse Practice Council of Collier CountyAgua Fund, Inc.Mr. & Mrs. Alex L. AlejandroMr. & Mrs. Frederick J. AlexaMr. & Mrs. Ray AllainMr. & Mrs. William F. AllynAM-PM Lawn ServiceAnnette A. Anderson Revocable TrustMs. Linda L. AndersonMr. & Mrs. George A. AndrewsAngels Undercover of Collier County, Inc.Animalife Veterinary Center, PAMr. Tedd AnnisAnonymous DonorsArt League of Marco Island, Inc.Arthrex, Inc.Mr. & Mrs. C. J. Aschauer, Jr.Mr. Rex AshleyAudubon Country Club Association, Inc.Mr. & Mrs. Dwight AustinMr. L. Kent Babcock, IIIBaby Basics of Collier County, Inc.Bank of America United Way CampaignBarrow ARTMs. Barbara BartlettMr. & Mrs. William L. BartonMs. Peggy M. BasicMr. Albert J. BaslMr. & Mrs. Robert BassinMr. Brent BattenMr. David BautschBayshore Cultural and Performing Arts Center, Inc.Mr. & Mrs. Lawrence M. BaytosMr. & Mrs. Tom Beal Beal Investments, LPMrs. Jacquelin J. BearseBerkley Bedell Living TrustEdward T. Bedford FoundationJames A. & Evelyn S. Belleman Fund/ Mr. & Mrs. Craig EisenacherBellevue Fund of the U.S. Charitable Gift TrustMr. & Mrs. Richard H. BensonBentley Electric Co. of Naples, Inc.Ms. Sondra Hynson BentleyCharles M. & Jane P. Berger Charitable Trust of the Fidelity Charitable Gift FundMrs. Ann E. BerlamMr. & Mrs. Fred G. BerletMr. & Mrs. Gregory C. BerletMr. Luis A. Bernal & Ms. Beatriz DuenasMrs. Sharon BernsteinDr. & Mrs. Horace W. BerntonThe Berry Family FoundationMr. & Mrs. Donald L. BerryJohn W. Berry, Jr. TrustMr. & Mrs. G. J. BiernesserBig Cypress Chapter NSDARMrs. Jane Billings Ms. Monica BiondoMr. Peter Bitterman & Ms. Cynthia GrossBlair Foundation Mr. & Mrs. Dennis R. BlenisBMO Private BankBob Taylor Chevrolet, Inc.Mr. Jared D. BobzienMs. Eileen BodeBodine Family Foundation, Inc.Ms. Beverly T. BoltzMr. & Mrs. William A. BoncoskyBond, Schoeneck & King, PLLCRichard & Jane Borchers Family Fund of the Minneapolis Foundation


Mr. & Mrs. Richard W. BorelMr. & Mrs. Robert E. BortzMs. Lillian BorzumatoMr. & Mrs. Michael J. BosseMr. & Mrs. G. A. BoujoukosMs. Yvonne BourkMr. & Mrs. Joseph T. BoyleBoys & Girls Club of Collier CountyMs. Michelle BrandMr. & Mrs. Harold H. BraymanMr. & Mrs. Leslie BrennerMr. & Mrs. Guy BrickmanMrs. Sumiko BrinsfieldWilliam F. Brock Family Charitable Fund at Vanguard CharitableMr. Wayne L. BromleyMr. & Mrs. John C. BrooksMrs. Paula B. BrothersD. Brown General Contractors, LLCMr. Brett C. BrownMr. Dabney C. BrownMr. & Mrs. Dennis C. BrownBroyhill Family Foundation, Inc.Mr. & Mrs. Edward W. BrundageMr. & Mrs. William Buchanan, Jr.Mr. Alan S. Bucholz & Ms. Donna Carty BuchholzMr. & Mrs. William BuehlerMr. Peter C. BullardMr. Wilmer BultemeierMr. Daniel BurkeMr. Robert F. BurkhardtMr. & Mrs. Timothy BurnsMr. & Mrs. Leland S. BurtonMr. & Mrs. Walter L. Bush, Jr.Ms. Deborah M. ByersByrd Family Revocable TrustMr. & Mrs. William L. ByrnesMr. Cornelius P. CachoMr. & Mrs. Dennis CadyMr. John Cain, IIIMs. Susan CalkinsThe Cameron Family FoundationCampbell Family FoundationCampbell FoundationMrs. Ann R. CampbellMr. & Mrs. Donald W. CampbellMr. & Mrs. James R. CampbellRev. Stephanie CampbellCancer Alliance of Naples, Inc.Ms. Jean B. CandyMs. Ellie CantorJames & Vicki Capadona Family Fund of the Greater Cedarburg FoundationCapital Wealth AdvisorsMr. & Mrs. Paul CapobiancoMr. & Mrs. Steven CaputoMr. John P. CardilloCare Club of Collier CountyCarisch, Inc.Ms. Lorraine A. CarlsonMs. Marjorie S. CarlsonMr. David B. CarpenterMs. Stephany S. CarrMr. Robert C. CarrollMrs. Marcia C. CarthausCAS Advisory Management, LLCMr. & Mrs. William CashMs. Huguette L. CastanedaMr. & Mrs. Dominick CavuotoCelebration Community Beach ChurchCentral New York Feeds, Inc.Mr. & Mrs. Nicholas ChabrajaMr. & Mrs. Larry L. ChamberlinMr. Brent ChapmanMs. K. M. CheerChicago CAN CompanyMr. & Mrs. William E. ChipmanMr. Benjamin ChubaMr. & Mrs. Glenn ChurchCiccarelli Advisory Services, Inc.City of Marco Island

Mr. Darrel R. Clark & Ms. June L. ClarkMr. Darrel R. Clark & Ms. Mary J. LeeMr. & Mrs. John M. ClarkMs. Lynn D. ClarkThomas K. & Charlotte L. Clarke of the Fidelity Charitable Gift FundClassic Chamber Concerts, Inc.Ms. Pamela F. ClaysonThe Clements Foundation, Inc.Carleton A. Cleveland, Jr. TrustMs. Joan CliffordMrs. Nancy B. Cohen Mr. & Mrs. Philip S. CohenMr. & Mrs. David ColeMr. & Mrs. John W. Coleman, IIMr. & Mrs. Patrick J. ColettaMs. Pamela L. CollettCollier County Alumnae of Kappa Kappa GammaCollier County Democratic ClubCollier County Education AssociationMr. & Mrs. Elhanon CombsComerica BankCommunity School of NaplesJoan H. Conley 1994 TrustMr. & Mrs. Herbert C. ConrardMr. & Mrs. Francis J. Coomes of the Fidelity Charitable Gift FundMr. & Mrs. Thomas A. CoppensMr. Robert B. CormackMr. & Mrs. Richard L. CorriganMr. & Mrs. Thomas H. Corson/ Corson Family Foundation, Inc.Mr.& Mrs. Patrick C. CoughlanMr. & Mrs. Timothy J. CovelloMr. & Mrs. Joel M. CoxMr. & Mrs. John S. CoxMr. & Mrs. Thomas D. CramerMr. & Mrs. Jeffrey C. CresswellDr. & Mrs. David J. CrowleyCrystal Lake R.V. Resort Recycling JunkiesMr. Richard J. CullenMrs. Barbara H. CummingsGay Gerber Cummings TrustMr. & Mrs. James J. CunnaneMr. Joseph N. DaleyMrs. Susan L. DaltonMr. Don DamuthMr. & Mrs. Thomas J. DanisMr. & Mrs. Ronald J. D’ArcyMs. Julie A. DavidsonMr. Charles R. DavisMr. & Mrs. Robert V. Dawes & Ms. Rachel Rutizer DawesDay AssociatesMr. & Mrs. John P. DebbinkMr. & Mrs. Timothy J. DebruickerMs. Joanne P. DeckerMr. & Mrs. Edward L. DelahantyMr. & Mrs. Paul G. DelaneyMr. Vincent J. Dellapietra & Ms. Barbara J. AmonsonDemocratic Club of ImmokaleeMr. & Mrs. James F. DerhamBarbara Desanzo TrustMs. Johnna Lynn DettisMs. Mary DevineMr. & Mrs. Sidney DiamondThe Dickson Family Gift Fund at Schwab Charitable FundMs. Nancy DicksonMr. Henry L. Dinardo & Ms. Carol Bloom DinardoMr. & Mrs. Peter S. DixonMs. Jane K. DohertyMr. Kevin B. & Dr. Gail A. DolanMr. Richard Dominicks & Ms. Karin EppardCharles and Helen Donahue FundMs. Natalie DonahueMr. Paul Donlin & Mrs. Pamela Shea DonlinMr. & Mrs. Mark Doris

Mr. Michael E. DoughertyDovetails LLC, DBA Auctions NeapolitanMr. & Mrs. John E. DowdMr. John L. DowellDowning-Frye Realty, Inc.Mr. & Mrs. Robert E. DoyleMs. Lucille M. DrackettMrs. Marjorie W. DrackettMr. & Mrs. John D. DroegeMr. & Mrs. Kenneth J. DrumMs. Cynthia F. DuffyMr. & Mrs. M. Kevin DuganMr. & Mrs. Michael K. DuganMr. & Mrs. Gerald F. DugganMr. Donald L. DunawayMs. Mary Anne DunbarMr. & Mrs. Paul R. DuncanMr. & Mrs. Thomas S. DuncanMr. Terrance DunnMr. & Mrs. Thomas G. DunnMr. & Mrs. Warren H. DurlingMr. & Mrs. Gary S. DworkinMr. & Mrs. Christopher C. EasonCapt. & Mrs. Peter B. EastonRobert J. Eaton Fund of the Fidelity Charitable Gift FundMs. Jane D. EberlyMs. Julie EdmisterEducation Foundation–Champions For LearningMrs. Jennifer J. EdwardsMs. Michelle Edwards-ArnoldMr. & Mrs. H. Roy EidemMr. Mitchell EilMr. & Mrs. R. P. ElspermanMs. Karin EppardMr. & Mrs. Brad EstesET Brisson DetachmentMs. Donna L. EvansExecutive Healthcare Solution, LLC dba Brightstar HealthcareEZ Ledger, Inc.Mr. R. Douglas EzzellFarrell Family Fund of the Greater St. Louis Community FoundationMr. Stephen H. FarringtonMr. Bill FastMr. & Mrs. Jeffrey Alden FastMrs. Kathy FaulknerMr. Joseph N. FedorykMr. & Mrs. David J. FeightMrs. Audrey FentonMr. William Ferentz & Ms. Victoria Rodwin FerentzMr. Barclay FergusonMs. Mary Ann E. FergusonMs. Susan K. FerkelMr. & Mrs. Joseph FerrainaMr. & Mrs. Peter FigdorMr. William R. Filbin, IIIMr. & Mrs. Curtis Finch, Jr.FineMark National Bank & TrustFirst Book DonationsFirst Congregational Church of Naples, Inc.First National Bank of the Gulf CoastAnne S. Fisher TrustMrs. Lilian Hall FisherDenise & Gerald Fitzgerald, Jr. Fund of the Fidelity Charitable Gift FundMr. W. James Flanagan, IIIMr. & Mrs. William M. FlatleyMr. & Mrs. Edrick FlewellingFlorida Gulf Coast University Foundation, Inc.Mr. & Mrs. Terrance R. Flynn Mr. & Mrs. Dennis J. FoleyMr. & Mrs. Orville W. Forte, Jr.Mr. & Mrs. John D. FoskettMr. Torrey N. Foster & Ms. Anne Woodford RussellMs. Mary FowlerMrs. Helen FrankeMr. & Mrs. Steven R. Freeman


Ms. Lisa FreundMs. Patricia P. FreydbergMr. Gary FriedlanderMrs. Dorismae H. FriedmanMr. & Mrs. Mort FriedmanFriends of Foster Children of Southwest FloridaFriends of Rookery BayMr. & Mrs. Helmut FritschFuller Funeral Home-Cremation ServiceDr. & Mrs. Richard E. FullertonJohn R. Fulmer, III Revocable TrustFun Time Early Childhood Academy, Inc.Galleria Dentistry, LCThe GalleryGalliford-Mulard FoundationMrs. Lydia GaltonRev. & Mrs. Edward B. Gammons, Jr.Mr. & Mrs. M. Frances GardinerMs. Elizabeth L. GardnerMr. & Mrs. Gregory K. GarganMr. & Mrs. D. Fred GarnerLTC. & Mrs. Paul E. GarrahMs. B. GarrettMs. Pamela P. GartinMr. & Mrs. Jerome R. GasvodaMrs. Betty Lee GatesMr. & Mrs. Michael T. GavinGE FoundationAnne M. Gebbie TrustMrs. Susanne E. GeierMr. & Mrs. Frederick M. GenungGeoponics CorporationMr. & Mrs. L. Scott GeorgeMr. William I. GeorgeGregory & Carol Georgieff Charitable Fund of the Bank of America Charitable Gift FundMr. & Mrs. Thomas R. GerdesMrs. Dottie A. GerrityMr. Alex GetsingerGFWC Naples Junior Woman’s Club, Inc.Mr. & Mrs. James R. Gibson, Jr.Mr. Warren E. Gill, Jr. & Ms. Martha Clark GillMr. & Mrs. Ralph GilliamGirl Scout Troop 653Girl Scout Troop 686Ms. Janet Bagg GlancyMs. Susan GlassMr. & Mrs. Thomas D. GleasonMr. & Mrs. Thomas F. GlodekMr. & Mrs. Richard GlowackiMs. Susan GoldenGolf Agronomics Supply & Handling, Co.Mr. Robert GollerMr. & Mrs. Edward C. Gomes, Jr.Mr. & Mrs. Arnold R. GoodrichGoodwill Industries of Southwest Florida, Inc.Mr. & Mrs. Kenneth GordonMs. Patricia A. GormanMr. & Mrs. Richard C. GozonGrace Lutheran Church, Inc.Grace Place for Children and Families, Inc.Mr. Robert H. GrahamGrainger Matching Charitable Gifts ProgramMr. & Mrs. Donald L. GrandiMr. & Mrs. Thomas E. Graney, Jr.Mr. & Mrs. Thomas D. GrangerPeggy M. Graves Estate and TrustMs. Nina A. GrayGreater Marco Family YMCA, Inc.Michael Grech & Pete Villani Memorial FundMr. & Mrs. Joseph M. GreckyMs. Carole J. GreeneMr. & Mrs. James S. GreeneMs. Marie E. GreenwellMr. & Mrs. Richard F. GreiweGreystone Insurance Associates, Inc.Ms. Anne B. GriswoldMs. Laird Grant GroodyMr. & Mrs. Walter F. Grote, Jr.D & M. Grumhaus FundMr. & Mrs. Ralph Gruska

Mr. & Mrs. Jan K. GubenMr. & Mrs. Louis L. GuidarelliGulfshore Insurance, Inc.Mr. & Mrs. Timothy K. GustinKimberly Guttman Irrevocable TrustScott Guttman Irrevocable TrustMs. Beverly J. HaasHabitat for Humanity of Collier CountyMr. & Mrs. Robert P. Hach, Sr.Mr. Mark F. HagermanMr. Robert A. Haines, Sr.Mrs. Jeanette E. HakesMrs. Donna S. HallKatherine L. Hall TrustMr. & Mrs. Ron HallMs. Phyllis W. HalleneMrs. Joanne L. HalsteadHerbert & Gertrude Halverstadt FoundationMr. Sam F. HamraMr. Kenneth H. Haney & Dr. Heather A. Walsh-HaneyMr. & Mrs. Robert M. Hansell & Ms. Harriette Sheer HansellMs. Nancy K. HansenGwenda & John Hanson Fund of The New York Community TrustMs. Margaret A. HansonMs. Virginia H. HarlowMr. & Mrs. Frank M. HarrisMr. & Mrs. Robert C. HarrisMrs. Faye A. HarrisonHarry Chapin Food BankMs. Maureen Sullivan HartungMr. & Mrs. Curran W. Harvey, Jr.Ms. Mary Louise HarveyMr. & Mrs. R. James HarveyMrs. Carol I. HastingsMs. Theresa M. HastingsMr. & Mrs. William H. HauckMr. Robert M. HaugheyCapt. Albert W. Hauser, Jr., USMC (Ret.)Mr. David B. HawkesMs. Janice O’Keefe HazenMs. V. M. HazenHealthcare Network of Southwest FloridaMs. Ashlea HeckMrs. Connie A. HelmsMr. & Mrs. Richard A. HemmingsMr. & Mrs. James J. HennessyMr. John A. HenryMs. Kate C. HenryMrs. Judith A. HerbMr. & Mrs. Guy C. Hess, Jr.Ms. Linda R. HessMr. David HetrickMr. & Mrs. John P. HickeyP & P Higgins Fund of the Fidelity Charitable Gift FundMr. Clark W. Hill & Ms. Julie J. Koenig-HillMr. & Mrs. James M. Hobin, Jr.Gerry H. Hodes TrustHodges UniversityElma Mae Hoffman Revocable TrustMr. Mark HoffmanMr. & Mrs. Ralph E. HoffmanMr. & Mrs. William E. HoglundDr. James B. HolmesMs. Lisette HolmesDr. Mana A. HoltzHonor Flight NetworkMs. Sharon HoodMrs. Margaret S. HookerMr. & Mrs. Alan M. HortonMs. Marty HowardMr. & Mrs. Robert G. HoweMs. Ruth M. HowellMs. Harriet H. HubbellDr. & Mrs. James I. HuddlestonMs. E. Sue HuffMr. & Mrs. Reginald HugginsMr. Michael T. Huguenin & Ms. Sharon L. Chown

Mr. & Mrs. David L. HuntHunters Ridge Community AssociationDr. & Mrs. Francis D. HusseyMr. & Mrs. Victor W. HusseyMrs. Laura E. IngrahamMr. Thomas E. IngramInternational Franchise AssociationMrs. Sara S. IredellFlorence S. Irving Revocable TrustIsland Piling, Inc.Mr. & Mrs. Richard IsraelsenMr. & Mrs. J. Dale JacksonMs. Nancy C. JacobsonMr. & Mrs. Kent JagerMr. & Mrs. Peter S. JansonCharles Jeffrey Revocable TrustMs. Mary Ann JenkinsMr. Travis JennerMr. & Mrs. James D. JesseeJewish Family & Community Services of Southwest FloridaMr. & Mrs. F. Craig JilkMr. & Mrs. Darryl G. JohnsonMr. & Mrs. Franklyn A. JohnsonJohn F. & Virginia K. Johnson Family Fund of the Ayco Charitable FoundationMr. David P. Johst & Ms. Denise A. BordonaroMr. & Mrs. Brian W. JonesMr. & Mrs. Daniel S. JonesMr. & Mrs. David A. JonesMr. & Mrs. David M. JonesMr. & Mrs. Steven C. JonesWilliam L. or Barbara F. Jones TrustMs. Patricia S. JorgensenJPMorgan ChaseJPMorgan Chase FoundationJunior Achievement of SW FloridaMr. & Mrs. Marion G. JurgensRoberta L. & Robert W. Juster Revocable Living TrustDr. & Mrs. Jeffrey A. KahnMr. Robert C. KamenMr. Frank C. Kamis & Ms. Mary J. KotlanMr. & Mrs. Robert KaplanMr. & Mrs. Scott B. KapnickMr. & Mrs. Paul L. KaronDavid E. & Morgan S. Kaufman Foundation, Inc.Ms. Judith B. KaufmanMr. David KayeMr. Patrick E. Keesler & Ms. Eileen Connolly-KeeslerMr. & Mrs. Vincent A. KeeysKeller PublishingDr. & Mrs. Alan B. KellerMr. & Mrs. Robert KellerMr. Edwin J. Kelly, Jr.Mr. & Mrs. Harold E. Kelly, Sr.Ms. Sharon A. KellyMr. & Mrs. George R. KemptonMr. & Mrs. T. Richard KennedyMargaret A. Kennerly Revocable TrustA.K. Kesman Family Fund of the Fidelity Charitable Gift FundMr. George L. KesselKeystone Development Advisors, LLCMs. Ann F. KiggenMr. Dennis KilcoyneMr. & Mrs. Harold KingMr. & Mrs. Leroy A. King, Jr.Mr. & Mrs. Steven P. KingMr. Eric J. KingsleyMr. Terry KinnamonRev. Dr. Kathleen L. KircherMr. & Mrs. Dale KirkMr. & Mrs. Frank L. Klapperich, Jr.Ms. Rachael P. KleinMr. Carl W. KleinknechtMr. H W. Knapheide, IIIDr. & Mrs. James H. KnepshieldMs. Rebecca F. KnowlesMs. Lisa Koehler

Mr. & Mrs. James E. KoonsKorest Charitable FundMr. & Mrs. Ralph KorteMr. Peter P. KotchMr. & Mrs. William J. KrackelerMr. & Mrs. Richard KrautsackMs. June T. KroeschellMr. & Mrs. Carl J. KuehnerMr. & Mrs. John A. KuhneMr. Ken KummerMr. Harold KurzmanMr. & Mrs. Scott R. LabuteLaces of Love Charitable Foundation, Inc.Mr. Stephen D. Lackey & Ms. Cynthia Cramer LackeyMr. & Mrs. Paul L. LaCrosseMr. & Mrs. William Laimbeer, Sr.Lang Management Company, Inc.Mr. William D. LangeMrs. Barbara H. LaphamW. & J. Larson Family FoundationMs. Patricia A. LasloMr. & Mrs. James H. LaughlinLaw Office of Conrad Willkomm, P.A.Law Offices of Peddy, P.A.Gail C. Law Living TrustMs. Mary Ann LawrenceMr. & Mrs. Jay Lazar, IIIMr. & Mrs. L. Bates LeaThe League Club, Inc.Mr. & Mrs. Thomas J. LearMr. & Mrs. John F. LearmanMr. Thomas LearyMr. Matthew LeathMs. Sally R. LeathMs. Judith-Ann LedouxThe Legacy Foundation Group FundMr. Richard H. LegroMs. Joyce LehrkeMs. Patricia LeonardMr. & Mrs. Sam S. LeottaMr. & Mrs. Richard A. LepolaMr. & Mrs. Arnold LernerMr. & Mrs. Harvey LevensonLevi, Ray and Shoup FoundationMr. & Mrs. Robert LevineMr. & Mrs. Randy A. LewisLexington Veterans AssociationMr. Barry Lhormer & Ms. Janet R. MarkelMr. John L. Licciardi, PAMs. Christina LinaberryMr. & Mrs. David G. Linville

Mr. Howard LipmanMr. Alvin H. LipsetzMrs. Janet D. ListerLloyd’s Food Products Holding Co., LLCMr. & Mrs. Francis R. Lord, Jr.Lorenzo Walker Education FundLorenzo Walker Institute of Technology FoundationLorenzo Walker Institute of TechnologyMr. & Mrs. Graham C. LountMr. & Mrs. Frederick LourensoMr. & Mrs. Robert W. LubaMr. J. K. LuckenbachBeverly C. Ludwig Living TrustMr. Raymond LuggieroMr. & Mrs. John B. LundayMr. Sean LuxMr. & Mrs. John R. LynchRoberta W. Davis Lynch TrustMr. & Mrs. Wayne B. LyonMr. & Mrs. Jeffrey F. LytleMr. Alan MacleodMAD TravelMr. & Mrs. Frank J. Maggio, Sr.Mr. & Mrs. Harris MahanMr. & Mrs. Kevin A. MaherHon. Ramiro Manalich & Mrs. Jane Knoble-ManalichMs. Donna M. ManchenMr. & Mrs. Steven J. ManleyManna Foundation Charitable Fund of the National Christian FoundationMr. Michael D. MansMarco Eyeland Eradicate Amblyopia FoundationMarco Island Woman’s ClubMarco Lutheran Church, Inc.Mr. Joseph MarinoMr. David A. MarshallMrs. Alice Ross T. MartellHon. Janeice T. MartinMr. Joseph & Hon. Caroline MartinoMastermind NetworkMs. Leonabelle H. MathisonMr. & Mrs. Eugene E. MattheusMr. & Mrs. Roger H. MattisonMr. Richard W. MayoMs. Teresa A. McAllisterMr. & Mrs. Brian V. McAvoyMr. & Mrs. Thomas D. McCannMr. & Mrs. Robert F. McCarthy, Jr.Ms. Eilza McClenaghanMr. & Mrs. James E. McDonald

Mr. & Mrs. John C. McElwainMr. Andrew Scott McElwaineMr. & Mrs. Ronald J. McGintyMr. John M. McGrathMr. & Mrs. Ross W. McIntoshMr. Joseph M. McKameyMr. & Mrs. Robert G. McLennanMr. & Mrs. Stephen H. McManusMs. A. W. McNultyMr. & Mrs. Richard McPhersonMr. & Mrs. Alvin E. McQuinn & Ms. J. Joyce LanderMs. Monica S. McVickerMental Health Association of Southwest FloridaMr. & Mrs. Jay S. MerrittMr. Michael Mesnik & Ms. Denyse Smith MesnikMr. & Mrs. William K. MettlerMr. & Mrs. David L. MetzlerMr. & Mrs. Henry L. Meyer, IIIMs. Linda B. MeyerMs. M.L. MicheliniMid Day Optimist Club, Inc.Midwest Brass & GasMs. Patricia A. MieselMr. & Mrs. David A. MiglioreMs. Marlies MikaMr. & Mrs. James G. MillerMr. & Mrs. Jerry L. MillerMr. & Mrs. John MillerMs. Linda J. MillerMr. & Mrs. William N. MillerWells Minthorn Fund of the Fidelity Charitable Gift FundMr. & Mrs. John G. MintyMirror Image Surface and Restoration, Inc.Mr. Robert MishkaMs. Jean M. MoakleyMr. & Mrs. Khosrow MoaveniMr. & Mrs. Carlo Molin-PradelMr. Walter E. MonroeDr. & Mrs. Charles J. MontgomeryMr. Carleton W. MooreMs. Nancy MooreMr. & Mrs. Charles P. Morel, IIIMr. & Mrs. John J. Morgan, Jr. Mr. & Mrs. Robert W. MorrisMrs. Myra W. MorrisonMs. Susan MorrisonMrs. Josephine A. MorseMs. Cathryn MortonMs. Katheryn H. MoteMs. Margaret Mott & Ms. Vicki Hudson

Mrs. Frances D. ArmentroutMrs. Mindy Rosenzweig Baha El DinMr. Francis A. BakerMr. Garry N. BeanMrs. Jane BillingsMs. Huguette L. CastanedaMr. Ansel M. ChandlerMrs. Patricia A. DanielMr. & Mrs. James F. Derham

Mr. & Mrs. Louis H. DingerdissenMrs. Jeanne L. DoolittleMr. & Mrs. Samuel L. FinkelsteinMr. Richard G. FordDr. Howard L. FreedmanMr. & Mrs. Edmond A. Garesche, IIIMrs. Betty Lee GatesMr. & Mrs. James R. Gibson, Jr.Mrs. Christine Ginos

THE ALBRECHT LEGACY SOCIETY

The Albrecht Legacy Society at the Community Foundation of Collier County was formed by Henry and Betty Albrecht—founding members of the Community Foundation and respected in our community since 1967 for their charitable giving. The Society recognizes individuals who have named the Community Foundation as a beneficiary in their will.

Ms. Nina A. GrayMs. Bernice I. GrossteinerMrs. Jean N. GrunowMrs. Elizabeth S. HallMr. Julian R. HanleyMr. Darryl M. HendricksonDr. Mana A. HoltzMr. & Mrs. Alan M. HortonMrs. Robert HurdMs. Nancy Reed IckesMr. & Mrs. Michael R. IsermannMrs. Helen ItenMr. & Mrs. David M. JonesMr. & Mrs. Edward J. KantDr. & Mrs. Charles M. KarpasMr. & Mrs. George R. KemptonMr. Dennis KilcoyneRev. Dr. Kathleen L. KircherMrs. G. Edna KrentzMr. William Laimbeer, Sr.Mr. & Mrs. Ben J. LancashireMrs. Alice Ross T. MartellDr. Mary McLearn

Ms. Norma D. MeyerDr. & Mrs. Charles J. MontgomeryMr. & Mrs. Noel OsborneMrs. Nancy V. PotterMr. & Mrs. James D. ProudMr. & Mrs. Robert F. ReckmanMr. David S. ReynoldsMr. & Mrs. Lyle RosenzweigMr. Holland T. SalleyMr. & Mrs. Gary W. SchmelzMr. & Mrs. Charles W. SchueddigMrs. Jane ShaefferMs. Marilyn ShieldsMrs. Joan C. ShipmanMr. & Mrs. Jefferson A. SimpsonMrs. Nancy SineniMrs. Helen StrongMr. Thomas A. SullyMr. William F. TallmadgeDr. & Mrs. Donald UllrichMrs. Miriam WolfsonMr. Dietrich E. Zimmerman

Mr. & Mrs. H. Gordon MuirFrancis & Susan Mullin Charitable Fund of the American Endowment FoundationMr. & Mrs. J. Richard MunroMs. Edith M. MurphreeMs. Barbara A. MurrayMr. & Mrs. Robert P. MurrayMy Blueprinter, Inc.Mr. Stephen R. & Mrs. Mary Lynn Myers Ms. Kathleen MyronMr. & Mrs. Robert O. Naegele, Jr.Nanjo Foundation, Inc.Naples Beach Hotel & Golf ClubNaples Children and Education FoundationNaples Concert Band, Inc.Naples Historical SocietyNaples Hospitality, LPNaples Lions Club FoundationNaples Money ManagementNaples Music ClubNaples Players, Inc.Naples United Church of ChristNational Football League Alumni, Inc.Mr. & Mrs. Robert J. NavratilPatrick Neale & AssociatesMrs. Betty NeffMr. David NemoreNetwork for GoodMr. & Mrs. Richard W. NeuMrs. Carolyn H. NeumannMs. Susan NevilleMs. Lisa NevinsMr. & Mrs. M. E. NevinsNew Horizons of Southwest Florida, Inc.Gary G. Newman Family TrustMr. & Mrs. Gus J. NicholsMr. Robert G. NicholsGeorge W. Niemeyer Revocable Living TrustMs. Jane H. NordlundMr. John L. NormanNorth Fort Myers Flea Market LLCNorth Naples Professional Firefighters Local 2297Northern Trust BankLinda Novak Memorial FoundationMs. Vilma B. NovakMr. & Mrs. Spencer J. NunleyObley Family Charitable Remainder UnitrustMr. & Mrs. Philip O’BrienMr. Patrick O’ConnorMrs. Elizabeth Odell Mr. & Mrs. William B. Ogden, IVMr. Hugh J. O’HareMr. Michael O’HearnMs. Sherry L. Kossick O’HearnMs. Barbara B. O’LearyOlmsted County Bar AssociationOlson & Dinunzio Insurance Agency, Inc.Orion Home Inspections, Inc.Mr. James D. OsborneMr. & Mrs. R. Christopher OttMs. Peggy OttkeMs. Christine W. PaddockPaisner Family Charitable FoundationMr. James E. Parker & Mr. Shawn M. ParkerMs. Sandy ParkerMr. H. Robert ParrisMr. & Mrs. John M. PassidomoMs. Roberta PattonMs. Iris PaulMr. & Mrs. James O. PayneMs. Nancy A. PaytonMs. Wendy Becker PaytonPearson Family Charitable FoundationMrs. Linda PennimanMr. Kyle S. PerkinsMs. Bettyann Pestillo & Ms. Kathleen P. AcciavattiMary Ellen W. Peter Living TrustMs. Cheryl H. PetersMs. Gail A. PetersenMs. Melinda G. Petersen & Ms. Mary Jo Durand

Mr. Robert J. PetersonMr. & Mrs. Tim PettayDavid W. Pettler TrustMrs. Daphne PfaffJohn D. Picotte Family Foundation, Inc.Ms. Beverly J. PipeMr. Thomas PipherPlanned Parenthood of Collier CountyPort Royal Club, Inc.Mr. Dugan J. PorterPoteet Properties, Inc.Mrs. Nancy V. PotterPowers & Sons Construction Company, Inc.Mr. & Mrs. Richard E. Powers, Jr.Mr. Nicholas P. PoznickPreferred Travel of NaplesPresbyterian Women Moorings Presbyterian ChurchStuart E. & Estelle Price FoundationPrimepay of Florida, Inc.ProfloorsMr. F. G. Pruitt, Jr.Lieselotte Prym Revocable TrustPublix Super Markets, Inc.Mr. & Mrs. William J. PulteMr. Charles H. PurdyMrs. Margaret R. RaabeMrs. Anne T. RatliffMs. Catherine D. RavellaMr. & Mrs. Michael V. ReagenMs. Eileen L. RecchiaMr. & Mrs. John ReccoRichard P. Rechter Default Charitable Lead UnitrustRichard P. Rechter Default Charitable Lead Annuity TrustRichard P. Rechter 2008 Charitable Lead Annuity Trust UADMr. William G. ReckmeyerMr. Earl F. Rectanus, Jr. & Ms. V. Colleen CarrMr. Robert H. & Ms. Adlon D. Rector Mr. & Mrs. Arthur J. Reiber, Jr.Ms. Patti E. ReindleMs. JoAnn RemingtonMr. Thomas R. ReuscheMrs. S.C. ReynoldsMs. Donna L. RhodeMr. William W. Rice, Sr.Ms. Charlene C. RichardMr. & Mrs. Garrett S. RichterMr. Raymond R. RignelMr. Steven W. RileyMr. Biaggio RinaldiMs. Barbara A. RinnerMr. Robert W. RiordanWilliam G. Robertson FundMr. & Mrs. H. D. RobinsonMr. & Mrs. Robert P. RocheMr. Florin Roebig, P.A.Mr. & Mrs. A. Courtenay RogersDavid E. Rogers Fund of the Ernst & Young FoundationMs. Karen RollinsMs. Mary Schirber RolquinMrs. Ruth A. RolquinMs. Roberta J. RonkMr. Stanley W. Root, Jr.Mr. & Mrs. Leonard A. RoseRoss Title & Escrow, Inc.Rotary Club of Naples Charitable Foundation, Inc.Mr. & Mrs. F. G. RothmanMr. Darren Rumbold & Ms. Susan R. HealyMs. Deborah L. Russell & Mr. Elmer WheelerRusty Bucket Corner TavernMs. Laura K. RutizerDr. Kathleen RyanMr. & Mrs. Thomas J. RyanS.S.G. Salaried Alumni ClubMr. Ned R. SachsJames A. Saitz Revocable Trust

Ms. Jean S. SampsonMr. & Mrs. Phillip SamsSan Marco Knights of ColumbusThe Sands Club of NaplesMr. & Mrs. Bill R. SanfordMr. Gerald E. SanfordDeirdre Schanen TrustThe Ernest & Sandra Schaub Fund of the Schwab Charitable FundMr. Charles W. SchellengerMr. & Mrs. Peter C. SchirberThe Thomas G. Schneider Revocable TrustGeorge J. Schomer Sr. Revocable TrustMs. Marjorie SchreierMs. Patricia L. Schrenk Mr. John L. SchroederMr. & Mrs. Jonathan R. SchulmanMr. Phil Schulman & Ms. Carol L. MooreNoreen R. Schumann Revocable TrustMr. & Mrs. Robert E. ScifresScott Aerator Co., LLCMr. & Mrs. John P. Scott, IIIMr. Joseph B. Scott & Ms. Susan F. MorganMr. & Mrs. Robert G. ScottScripps Financial Service CenterMs. Marci N. SeamplesMs. Michelle L. SehulsterMr. & Mrs. Paul SeifertMs. Ellen May SeigelMr. & Mrs. James D. SeitzSeldin Philanthropic Fund of the Jewish Federation of St. LouisMrs. Jaye H. SemrodMr. John S. Sensenbrenner, Jr.Seven Star Enterprises, LLCMs. Dina SewellMr. & Mrs. M. Arthur ShaferShannon Family FoundationMary Lou Sheaf TrustDavid Sherman Revocable TrustMs. Constance S. ShipleyMs. Suzanne I. ShortallShowcase Cleaning Service, Inc.Dr. Teresa SieversMr. & Mrs. Mitchell J. SillMr. & Mrs. Alen H. SilverMrs. Ann C. SimpsonMr. William C. SimpsonMr. Curtis H. SimsMs. Linda T. SimsMr. Andrew SingerSKRAM Foundation of the Fidelity Charitable Gift FundMr. Roger L. SkrobeckJoan K. Slocum FoundationMr. & Mrs. Robert D. SmallMs. Beverly A. SmithMr. & Mrs. Carl G. SmithCharles Henry Smith, Sr. FoundationMr. & Mrs. David B. SmithCapt. & Mrs. Don L. SmithMr. & Mrs. F. Samuel SmithGarnett A. Smith Family Foundation of the Fidelity Charitable Gift FundMs. Jeannie M. SmithMr. Micheal M. SmithMr. & Mrs. Norwood C. SmithMr. Russell G. Smith, IIMr. & Mrs. Walter J. SmithMr. Wayne O. SmithMr. Mark SniderMrs. Elsie SnyderMr. Gene R. SolomonMr. & Mrs. Tom SongsterEdmund H. Sorenson TrustHon. & Mrs. John F. Sorey, IIISpecialty Plumbing Services, Inc.Mr. & Mrs. Gordon SpencerMr. & Mrs. Warren D. SpickaMrs. Doreen Loskill SpidalettoDr. Raymond A. Spinelli



St. Ann ParishSt. Ann School Foundation, Inc.Ms. Corrine A. StacyMr. & Mrs. Daniel E. StainforthMr. & Mrs. Stanley StarMs. Viola W. SteffanMr. & Mrs. Gary T. SteimanSteinberg GarellekMr. & Mrs. William H. SteinbrinkSteinway Piano Society of Southwest FloridaMs. Marjorie P. Sterritte & Ms. Nancy S. TheadoMrs. Jamie G. SteuerMr. & Mrs. William H. StevensMr. Richard W. StevensonDr. Steele F. Stewart, Jr. & Rev. Nancy StewartMr. & Mrs. Terrance StewartMr. & Mrs. Neal R. StoneMr. Duane Stranahan, Jr.Dr. Debi StrandMr. & Mrs. James A. StrangeMr. & Mrs. W.C. StuartSuccess Fulfillment, Inc.Mr. & Mrs. Frederic SullivanMr. Thomas A. SullySuncoast Schools Federal Credit UnionSuncoast West FoundationMs. Nancy SustersicDonald C. Sutherland Fund of the Fidelity Charitable Gift FundSW Florida 49ersMr. & Mrs. Michael D. SwansonMs. Delores M. SykesMs. Nina M. Symington & Ms. Cathy S. CarltonMr. & Mrs. Charles K. SzaboMichael J. Szwed Scholarship FundMr. & Mrs. Robert D. SzwedT.E.D. InvestmentsTake Charge Firearm Safety, LLCTimothy M. Talbott DDS, MS, PAMr. & Mrs. George G. TalisseMs. Marilyn TallmanLayne J. Tarbutton TrustMs. Martha H. TardyMs. Marianne TaylertMr. Stephen J. TelloMs. Frankie Anne TesterMr. Peter A. ThomasMr. & Mrs. William E. ThomasJack W. Thompson Charitable Lead Annuity TrustsDr. & Mrs. Norman Thomson, Jr.Mr. Gary L. TiceMr. & Mrs. Guy M. TiffanyMr. Richard F. TimbersMr. Joseph G. TompkinsMr. James F. TopliffMr. & Mrs. Ronald TougasMr. & Mrs. Joseph A. TrahanTransitions Senior Moving Services Inc. dba Naples Senior MovingMs. Roselyn S. TravisMarjorie L. Treadwell TrustTree of Peace, LLCMr. & Mrs. William W. TreffertMr. Theron L. Trimble, Jr.Mr. Robert S. TrothMr. & Mrs. Bernard L. TurnerMr. Dennis M. J. TurnerMr. & Mrs. George C. TurnerTwin A General Contracting of Southwest Florida, Inc.Mr. & Mrs. Tucker TylerUnited Arts Council of Collier County, Inc.United Way of Central New YorkUnited Way of Collier CountyMr. W. Terrell UpsonMs. Linda E. ValentineMr. Walter I. Vallett, Jr.Mr. & Mrs. Everett H. Van HoesenMs. Connie VandenbergMr. Douglas VanOort

Ms. Katherine VanOortMs. Lee S. VaronMrs. Heidi VarsamesDennis M. Vaughan Revocable TrustMrs. Mary H. VicksMr. Gary A. VincentElizabeth P. Vining Revocable Trust TRTVitas Hospice Services, LLCMr. & Mrs. Frank O. WagnerMr. & Mrs. George E. WainscottMr. & Mrs. Richard M. WaiteMrs. Jennifer B. WalkerMr. & Mrs. George M. Walters, Jr.Ms. Charlotte WandellMs. Charlotte T. WardMs. Betty E. Wardlow & Ms. Janice W. BarkleyMrs. Alice M. WareWasmer, Schroeder & Company, Inc.Mr. & Mrs. Colin D. WatsonMr. & Mrs. Gordon Watson, IIPamela Watson P.A.Mr. Ernest P. Waud, IIIMs. Gail S. WebsterR. Kingman Webster TrustMr. David C. Weeks & Ms. Michele R. MoscaMrs. Trudy WeisbergWelch Charitable Fund of the Maine Community FoundationMr. & Mrs. Hardy L. WennerMrs. Jane D. WentlingMs. Diane M. WentzMr. Thomas M. WeschlerWest Point Society of NaplesAnn D. Westerfield TrustWestminster Title AgencyLarry L. Wheeler TrustMr. & Mrs. William T. Wheeler, IIIMr. Major W. WheelockMrs. Linda G. WhiteMs. Mary N. WhiteMrs. Nancy G. WhiteMr. John WhitingMr. Jack C. WhitlamMs. Melonie WhitneyMrs. Barbara Widman & Ms. Linda K. WyerMr. George T. WilcoxDr. & Mrs. Stuart E. WilesMr. & Mrs. George S. WileyMr. & Mrs. Kenneth D. WilliamsWillow Street Advisors, LLCAnne Potter Wilson FoundationCheryl L. Wilson ASID, Inc.Ms. Elizabeth C. WinebrennerWINK TelevisionMr. & Mrs. Charles H. WithersMr. & Mrs. Theodore J. WolfeMs. Sally M. WoliverWollman, Gehrke & Solomon, P.A.Mr. Charles A Womack, Jr.The Women’s Fund of Southwest FloridaWomen’s Republican Club of Naples FederatedJohn R. Wood PropertiesMr. & Mrs. John R. WoodMr. & Mrs. Steven A. WoodmanMs. Sally WorkingerMichael W. Wright Revocable TrustMr. & Mrs. Corbin WyantMr. & Mrs. Karl R. WyssMr. & Mrs. Frederic Yarrington Mrs. Sally W. YellandYMCA of the Palms/Greater Naples YMCAMr. & Mrs. Donald J. YorkYouth HavenMr. & Mrs. Martin E. ZadigianMs. Cecile P. ZeimetzMr. Thomas L. ZillgesMr. Dietrich E. ZimmermanMr. & Mrs. Harold L. ZinkDr. Charles W. ZinnMr. Jason M. Ziter

HONORARY AND MEMORIAL GIFTSGifts to honor or remember loved ones, friends or special occasions benefit our community’s charitable purposes. Gifts may be made to any established fund, or a special fund may be established to reflect the honored person’s life. Honorary and memorial gifts were made for the following individuals between July 1, 2013 and June 30, 2014.

HONORARY GIFTSMr. & Mrs. Larry L. ChamberlinMr. & Mrs. Patrick C. CoughlanPhyllis S. Gotschall-WilhelmKathleen KircherRobert LamoureauxMary OsbornA. Courtenay RogersMr. & Mrs. Edward C. RorerMarla Weiss

MEMORIAL GIFTSJean L. BakerE. William CummingsPatricia EdwardsEthel EttingerWirt FarleyDonald T. FrankeBob GerrityHerb GoldsteinJack HazenSarah Jane HumphreyAshley KellyKeith KellyFrank KohutJeanne KrollRobert LynchMary MarshChuck MohlkeBeth MooreBarbara ReynoldsEdward R. RolquinFred H. SandritterKenneth Saundry, Sr.Marc ScialdoChristine SutherlandDoug SzwedLloyd Tilghman TarbuttonDonald TreadwellMichael VolpeCol. Walter Walsh

DONOR ADVISED GRANTS Abuse Counseling and Treatment, Inc.The Adirondack CouncilAdopt-A-Native-ElderAdoptaPlatoonAll God’s Children, Ltd.Alliance to Protect Nantucket Sound, Inc.Alzheimer’s Association–FL Gulf Coast ChapterAlzheimer’s Association–National OfficeAlzheimer’s Support NetworkAmerican and Foreign Christian Union, Inc.American Bible SocietyAmerican Bird ConservancyAmerican Brotherhood for the Blind dba Blind Children and AdultsAmerican Cancer SocietyAmerican Civil Rights UnionAmerican Heart AssociationAmerican Indian College FundAmerican Lung AssociationAmerican Red CrossAmericares Foundation, Inc.Amirah, Inc.Amyotrophic Lateral Sclerosis Association– Alabama ChapterAngels Undercover of Collier County, Inc.Artis-Naples, Inc.Association for the Preservation of Cape CodAudubon of Florida/ Corkscrew Swamp SanctuaryAvow Hospice, Inc.Baby Basics of Collier County, Inc.Bach EnsembleBaltimore Woods Nature CenterBerkshire Humane SocietyBloomington Hospital Foundation, Inc.Borodino Methodist ChurchBoy Scouts of America- Southwest Florida CouncilBoys & Girls Club of Collier CountyBoys & Girls Club of Southern MaineBoys & Girls Club of the Tennessee ValleyBoys TownBrady Urological InstituteBreaking FreeBrian Bex Report, Inc.Bright Spot Therapy Dogs, Inc.BrightFocus FoundationBritney Gengel’s Poorest of the Poor Fund, Inc.Brooke’s Legacy Animal Rescue, Inc.Bucknell UniversityCairo Public LibraryCamp SunshineCampus Crusade for Christ, Inc.Cancer Alliance of Naples, Inc.Cape Cod Commercial Fishermen’s AllianceCare Club of Collier CountyCathedral Church of St. John the DivineCathedral of St. PatrickCatholic Charities of Collier CountyCatholic Charities of the Diocese of VeniceCatholic Inner City Schools Education FundCayuga County Community College FoundationCentral New York Community Foundation, Inc.Central Vermont Community Action Council, Inc.CFCC Disaster Relief FundChameleon Theatre CircleThe Chapin SchoolCharity for Change, LLCChatham Conservation Foundation, Inc.Chatham Ecumenical Council for the Homeless, Inc.Child Evangelism Fellowship of Eastern Pennsylvania Good News ClubChildren’s Advocacy Center of Collier CountyChildren’s Home of PittsburghChildren’s Inn at NIH, Inc.Children’s Tumor FoundationChrist Episcopal ChurchChrist for All Nations

2013-2014 GRANTS


GRANTS TOTALING

$7,164,450were issued during the period of July 1, 2013 and June 30, 2014 through the Community Foundation of Collier County’s grant program and donor funds.


Christian Appalachian Project, Inc.Christian Kitchen Outreach, Inc.Christiana Care Health System, Inc.Church of the Eight BeatitudesCincinnati Country Day SchoolCincinnati Zoo Foundation, Inc.CISV PittsburghCitizens Scholarship Foundation Chatham ChapterCity of NaplesCivil War Preservation TrustClassical South FloridaCode.orgCollier 211Collier Building Industry Association Foundation, Inc.Collier Child Care Resources, Inc.Collier County Audubon SocietyCollier County Hunger and Homeless CoalitionCollier County Public Schools- Laws of Life ContestCollier Harvest FoundationCommentary, Inc.Community Christian SchoolThe Community Foundation for the National Capital RegionCommunity Involved in Sustaining AgricultureThe Community LibraryCommunity Pregnancy ClinicCommunity School of NaplesThe Conservancy of Southwest Florida, Inc.Conservation Council for HawaiiCoral Gables Community FoundationCortland College Foundation, Inc.Council for Native Hawaiian AdvancementCovenant House Florida, Inc.Crayons to Computers, Inc.Creating A FamilyCrohn’s & Colitis Foundation of America, Inc.Dana Hall SchoolTrustees of Dartmouth CollegeDavid Lawrence Foundation Mental Health, Inc.Deerfield AcademyDental Outreach of Collier, Inc.Disabled American Veterans Charitable Service TrustDoctors Without Borders USA, Inc.Down Syndrome of Indiana, Inc.Dr. Piper Center for Social Services, Inc.Dress for Success CincinnatiEagle Forum Education & Legal Defense FundEarthjusticeEast Naples Baptist ChurchEaster Seals Florida, Inc.ECHO, Inc.Education Foundation–Champions For LearningEldredge Public LibraryEmpowerment Alliance of Southwest FloridaEngineering Ministries International, Inc.Environmental Film Festival in the Nations CapitalEpiscopal Church of the RedeemerEpiscopal Relief and DevelopmentEric Carle Museum of Picture Book Art, Inc.The Evan B. Donaldson Adoption Institute, Inc.The Everglades Foundation, Inc.Falcon FoundationFamily Living CouncilFamily Promise of Berks County, Inc.Farm AidFeed Our VeteransThe Fellowship FoundationFeminist Majority FoundationFinger Lakes Land TrustFirst Book-Collier CountyThe First Parish in CambridgeFirst Presbyterian ChurchThe First Presbyterian Church of Skaneateles, NYFirst Things Foundation, Inc.Flatirons Habitat for HumanityFlorida Gulf Coast University Foundation, Inc.

Florida Sheriffs AssociationFlorida SouthWestern State College Foundation, Inc.Florida Veterans Foundation, Inc.FNBGC Charitable Foundation, Inc.Food for the Poor, Inc.For the Love of Cats, Inc.Foundation for Cultural Review, Inc.Foundation for the Developmentally DisabledFree Wheelchair MissionFreedom Waters Foundation, Inc.Fresh Start for Abused Women Friends of Foster Children of Southwest FloridaFriends of Rookery BayFriends of Seoul Foreign School, Inc.Friends of Shishur SevayFriends of Telecom Without Borders, Inc.Friends of the High Line, Inc.Friends of the Library of Collier County, Inc.Front Range Community College Foundation for Education ExcellenceFun Time Early Childhood Academy, Inc.Geography of HopeGideons Cry Ministry InternationalGift of Life International, Inc.Global Fund for Women, Inc.Global Health & Education FoundationGolden Rescue In Naples, Inc.Golisano Children’s Hospital of Southwest FloridaGolisano Children’s Museum of NaplesGrace Place for Children and Families, Inc.Grant Foundation dba Hopital Albert SchweitzerGreater Naples Little LeagueGreenwood House Home for the Jewish Aged, Inc.Guadalupe Center, Inc.Gulf Coast Runners Club, Inc.Gulf Restoration NetworkHabitat for Humanity of Collier CountyHarry Chapin Food BankHarvest Community ChurchHealing our Community Collaborative, Inc.Healthcare Network of Southwest Florida FoundationHeartland Alliance for Human Needs & Human RightsHelp Me See, Inc.Helping Hands Monkey Helpers for the DisabledHelps Outreach, Inc.Heritage FoundationThe Hill SchoolHillel The Foundation for Jewish Campus LifeHood College of Frederick MarylandHolocaust Museum of Southwest Florida, Inc.Hope for HaitiHope for LifeHopkins Nanjing Program CenterHopkinton Public Library Foundation, Inc.Hospice of Cincinnati, Inc.Hospice of the Fisher HouseHumane Society of Collier CountyHumane Society of North TexasHuntsville Symphony Orchestra AssociationIMBIZ, Inc.Immokalee Child Care CenterImmokalee FoundationIndiana University FoundationInstitute for Humane StudiesInternational Fellowship of Christians & JewsInternational Game Fish Association, Inc.International Service Fellowship USAIntrepid Fallen Heroes FundInvisible TheatreIraq & Afghanistan Veterans of America Foundation, Inc.Iraq Veterans Against the WarJBI InternationalJDRF International–Florida Suncoast ChapterJewish Family & Community Services of Southwest Florida

Jewish Federation of Collier CountyJewish World WatchJoe Foss Institute, Inc.John Burroughs SchoolJohn Dau FoundationJudicial Watch, Inc.Junior Achievement of SW FloridaKenan-Flagler Business School FoundationKhan AcademyLambi Fund of HaitiLeadership Collier Foundation, Inc.The League Club, Inc.Legal Aid Service of Collier CountyLely Presbyterian ChurchLensic Performing Arts Center CorporationLes Feldick MinistriesLeukemia & Lymphoma SocietyLeukemia & Lymphoma Society Western & Central New York ChapterLiberty Youth RanchLife Legal Defense FoundationLighthouse of Collier, Inc.Literacy Volunteers of Collier CountyLoomis Village, Inc.Luke’s WingsMarineParents.com, Inc.Marquette University High SchoolMassachusetts Audubon Society, Inc.Massachusetts General HospitalMassachusetts Institute of TechnologyMasters SchoolMaui Adult Day Care Center for Senior Citizens & Disabled, Inc.Mayo Foundation for Medical Education & ResearchMeals of Hope, Inc.Meals on Wheels of Bonita Springs Florida, Inc.Media Research Center, Inc.Medical Benevolence FoundationMercy CorpsMercy Home for Boys and GirlsMichigan Animal Rescue LeagueMidwest Center for Holocaust Education, Inc.Milwaukee Community Sailing CenterMiracles in ActionMoffitt Cancer Center FoundationMonomoy Community ServicesMoody Bible Institute of ChicagoMoorings Park Foundation, Inc.Morean Arts CenterMultiple Sclerosis Center of Southwest Florida, Inc.Munson Healthcare Regional FoundationNAMI of Collier CountyNantucket Boys & Girls ClubNantucket Cottage HospitalNaples Art Association, Inc., von Liebig Art CenterNaples Botanical Garden, Inc.Naples Children and Education FoundationNaples Community Church, Inc.Naples Council on World AffairsNaples Equestrian Challenge, Inc.Naples Historical SocietyNaples International Film FestivalNaples Lions Club FoundationNaples Players, Inc.Naples United Church of ChristNaples Yacht Club Blue Gavel Scholarship Fund, Inc.Naples ZooNational Audubon SocietyNational Disaster Search Dog Foundation, Inc.National Jewish HealthThe National Marfan Foundation, Inc.National Museum of Commercial AviationNational Society of the Colonial Dames of AmericaNational Veterans Legal Service ProgramNative American Rights FundNature Conservancy Central/Western New York


The Nature Conservancy Florida ChapterThe Nature Conservancy of ColoradoNature Conservancy Vermont ChapterNature Conservancy, Inc.The NavigatorsNCH Healthcare FoundationNeighborhood Health ClinicNew England College of OptometryNew Horizons of Southwest Florida, Inc.New Jersey Institute of Technology FoundationThe Non-GMO ProjectNonviolent PeaceforceNorth Denver CaresNorthfield Mount Hermon SchoolNorthrise University InitiativeNorthwood SchoolOgunquit Playhouse FoundationOhana Makamae, Inc.Omni Montessori SchoolOne by One Leadership Foundation, Inc.Onondaga Community College Foundation, Inc.Opera Naples, Inc.Ophthalmology Research Foundation, Inc.Osher Lifelong Learning InstituteOswego College FoundationThe Outdoor Church of CambridgeOxfam-America, Inc.Pace Center for GirlsParkinson’s Association of Southwest Florida, Inc.Patriots for Freedom Foundation, Inc.Place of Hope, Inc.Planned Parenthood of Collier CountyPortland After School Tennis, Inc.The Prentice SchoolPrimary Care Coalition of Montgomery County MD, Inc.Prison Fellowship MinistriesProfessional Givers Anonymous of Collier County, Inc.Project Help, Inc.Project Outreach, Inc.Provincetown Art Association & Museum, Inc.Provincetown Center for Coastal StudiesPuente De Amistad, Inc.Pulmonary Fibrosis FoundationPurdue FoundationRebuilding Together, Inc.Redhouse Arts Center, Inc.Redmond Lions Club CharitiesRemnant Trust, Inc.Restoration Church, Inc.Reynolda House, Inc.Riverside Community CareRoman Catholic Diocese of Charlotte, NCRotary District 6890 Foundation, Inc.Rotary Gift of Life Florida, Inc.Royal Oak Foundation, Inc.Saint Francis Community Services, Inc.Salt of the EarthSalvation ArmySamaritan Outreach ServicesSanibel Captiva Rotary Trust FundSankaty Head Foundation, Inc.Santa Fe OperaSanta Fe YMCASarah Lawrence CollegeSave the Children Federation, Inc.Scleroderma FoundationScripps Howard FoundationSeawebSecond Harvest HeartlandSenior Friendship Centers, Inc.Seton Hall Preparatory SchoolShakespeare in Paradise, Inc.Shelter for Abused Women & ChildrenShriners Hospitals for ChildrenShy Wolf Sanctuary, Education and Experience Center, Inc.Sightline InstituteSingle Mothers By Choice, Inc.

Sisters of St. Joseph of CarondeletSkaneateles Lake Association, Inc.Smile Train, Inc.Soldiers ProjectSolebury SchoolSoliders HeartSomerset Valley Visiting Nurse Association, Inc.South County Family YMCA, Inc.South Londonderry Library AssociationSoutheastern Legal FoundationSouthern California Dulcimer HeritageSouthern Vermont Arts CenterSpecial Olympics Florida–Collier CountySpecial Operations FundSpecial Operations Warrior FoundationSt. Ann School Foundation, Inc.St. John the Evangelist Catholic ChurchSt. Matthew’s HouseSt. Paul Academy and Summit SchoolSt. Thomas the Martyr ChurchSt. Vincent de Paul Society, Inc.St. Vincent Hospital FoundationSt. Williams Catholic ChurchSummit Medical Center Health FoundationSunlight of Collier County, Inc.Sunshine Gospel MinistriesSupreme Council Benevolent FoundationThe Susan G. Komen Breast Cancer FoundationSusan Odell Taylor School for ChildrenTaft School CorporationTampa Bay Research InstituteTax FoundationTemple Congregation Ohabai SholomTemple ShalomTheta Delta Chi Educational Foundation, Inc.Tilton LibraryTimken Museum of ArtTower Cancer Research FoundationTree of Life ChurchTrenton Area Soup KitchenTrinity-by-the-Cove Episcopal ChurchTripp Memorial Foundation, Inc.Trustees of Princeton UniversityTumaini Fund USA, Inc.Twin Cities Habitat for HumanityTwin Cities Parent Education GroupUnited Way of Collier CountyUniversity of Massachusetts at Amherst Alumni Association, Inc.University of Massachusetts Foundation, Inc.University of PennsylvaniaUniversity School of NashvilleUnwanted NYC Pets, Inc.Upward Bound of Unity, Inc.USO World HeadquartersVanderbilt Presbyterian ChurchVienna Presbyterian ChurchVilla Duchesne and Oak Hill SchoolVistamar SchoolVoices For Kids of Southwest Florida, Inc.Washington National CathedralWAY-FM Media Group, Inc.Wellesley CollegeWGBH Educational FoundationWGCU Public MediaWhitaker Center for Science and the ArtsWomen for Women InternationalWomen’s Resource Center of Northern Michigan, Inc.The Woods Hole Research CenterWord of Truth MinistryWorld Vision, Inc.Wounded Warrior Project, Inc.Yampa Valley Land Trust, Inc.YMCA of Monroe County, Inc.YMCA of the Palms/Greater Naples YMCAYoung LifeYouth HavenZonta Foundation of Naples, Inc.

DESIGNATED & FIELD-OF-INTEREST GRANTSThe Able TrustAlzheimer’s Association–FL Gulf Coast ChapterAlzheimer’s Association–National OfficeAmerican Cancer SocietyAmerican Diabetes AssociationAmerican Heart Association National Bequest CenterAmerican Institute for Cancer ResearchAmerican National Red CrossAmerican Red CrossArthritis Research Institute of AmericaArtis-Naples, Inc.Avow Hospice, Inc.Baby Basics of Collier County, Inc.Big Brothers Big Sisters of the Sun Coast, Inc.Bosom Buddies Breast Cancer Support Group, Inc.Boys & Girls Club of Clinton CountyBoys & Girls Club of Collier CountyBrightFocus FoundationCancer Alliance of Naples, Inc.Catholic Charities of Collier CountyCelebration Community Beach ChurchChoate Rosemary Hall Foundation, Inc.Christian Appalachian Project, Inc.Colgate UniversityCollier County Audubon SocietyCollier County Hunger and Homeless CoalitionCollier County Junior Deputies League, Inc.The Conservancy of Southwest Florida, Inc.David Lawrence Mental Health Center, Inc.EarthjusticeEducation Foundation–Champions For LearningFirst BookFlorida Christian CollegeFlorida SouthWestern State College Foundation, Inc.The Fort Wayne Rescue Mission Ministries, Inc.Friends of the Library of Collier County, Inc.Fun Time Early Childhood Academy, Inc.Glenview Employees Scholarship FundGlenwood School for Boys and GirlsGoodwill Industries of Southwest Florida, Inc.Grace Place for Children and Families, Inc.Great Lakes Christian CollegeGuadalupe Center, Inc.Habitat for Humanity of Collier CountyHanover CollegeHarry Chapin Food BankHealthcare Network of Southwest Florida FoundationHealthy Start Coalition of Southwest FloridaHistorical Society of Western PennsylvaniaHodges UniversityHope for HaitiHumane Society of Collier CountyImmokalee Child Care CenterInternational Lutheran Layman’s LeagueJewish Family & Community Services of Southwest FloridaKenilworth ChurchLegal Aid Service of Collier CountyLighthouse of Collier, Inc.Lorenzo Walker Institute of TechnologyMariners MuseumMayo Foundation for Medical Education & ResearchMemorial Sloan-Kettering Cancer CenterMennonite Disaster ServiceMiami Children’s Hospital FoundationMiddlebury CollegeMoorings Park Foundation, Inc.Naples Christian ChurchNaples Equestrian Challenge, Inc.Naples High SchoolNaples Pathways CoalitionNaples Players, Inc.National Children’s Cancer Society, Inc.National Wildlife Federation


NCH Healthcare FoundationNeighborhood Health ClinicNew Horizons of Southwest Florida, Inc.North Naples United Methodist ChurchOur Mothers Home of Southwest FloridaParkinson’s Association of Southwest Florida, Inc.Planned Parenthood of Collier CountyRCMARotary Club of Naples Charitable Foundation, Inc.Salvation ArmySalvation Army National Corp. HeadquartersSeeing Eye, Inc.Shelter for Abused Women & ChildrenSouth Florida National Parks TrustSt. Ann Catholic ChurchSt. Francis Academy, Inc.St. John Neumann High SchoolSt. John’s Episcopal ChurchSt. Jude Children’s Research HospitalSt. Vincent de Paul Society, Inc.Trinity-by-the-Cove Episcopal ChurchUnited States Fund for UNICEFUnited Arts Council of Collier County, Inc.United Cerebral Palsy of SW FloridaUnited Way of Collier CountyUnity School of ChristianityUniversity of Colorado FoundationWGCU Public MediaWGCU-TVThe Women’s Fund of Southwest FloridaYouth Haven

AGENCY & AGENCY ENDOWMENT FUND GRANTSBach EnsembleFun Time Early Childhood Academy, Inc.Literacy Volunteers of Collier CountyMarco Island Rotary Club Foundation, Inc.Naples Music ClubNorthside Naples Kiwanis Foundation, Inc.RCMAUnited Arts Council of Collier County, Inc.

SCHOLARSHIP GRANTSClemson UniversityEckerd CollegeFlorida Gulf Coast UniversityFlorida Keys Community CollegeFlorida Southern CollegeFlorida SouthWestern State CollegeFlorida SouthWestern State College, Collier CampusFlorida State UniversityGeorgia Institute of TechnologyHillsborough Community CollegeHodges UniversityHope CollegeiTechLorenzo Walker Institute of TechnologyMilwaukee Community Sailing CenterNorth Carolina Outward Bound SchoolNova Southeastern UniversitySaint Joseph’s UniversitySouthwest Florida CollegeSt. Ann Catholic SchoolSt. John Neumann High SchoolTrine UniversityUniversity of Central FloridaUniversity of FloridaUniversity of North FloridaUniversity of RochesterUniversity of South FloridaUniversity of Tampa

UNRESTRICTED GRANTS Able Academy, Inc.Amigos en Cristo, Inc. d.b.a. Amigos CenterArt League of Marco Island, Inc.ArtsNaples World Festival, Inc.Audubon of Florida/ Corkscrew Swamp SanctuaryBayshore Cultural and Performing Arts Center, Inc.Boys & Girls Club of Collier CountyBrooke’s Legacy Animal Rescue, Inc.Cancer Alliance of Naples, Inc.Care Club of Collier CountyCatholic Charities of the Diocese of VeniceCity of NaplesClassic Chamber Concerts, Inc.Collier Child Care Resources, Inc.Collier County Housing Authority Land Acquisition New Develop, Inc.Collier County Hunger and Homeless CoalitionCollier Senior ResourcesCommunity School of NaplesThe Conservancy of Southwest Florida, Inc.Education Foundation–Champions For LearningFaith Apostolic ChurchFreedom Waters Foundation, Inc.Friends of Fakahatchee, Inc.Friends of Foster Children of Southwest FloridaFun Time Early Childhood Academy, Inc.GFWC Naples Junior Woman’s Club, Inc.Girl Scouts of Gulfcoast FloridaGolisano Children’s Museum of NaplesGoodwill Industries of Southwest Florida, Inc.Grace Place for Children and Families, Inc.Greater Marco Family YMCA, Inc.Greater Naples AAUW Charitable FoundationGreater Naples Area Planned Giving Counsel, Inc.Guadalupe Center, Inc.Gulfshore PlayhouseHabitat for Humanity of Collier CountyHarry Chapin Food BankHealthcare Network of Southwest Florida FoundationHodges UniversityHope for HaitiJewish Family & Community Services of Southwest FloridaJunior Achievement of SW FloridaK is For Kids Foundation, Inc.League of Women Voters of Collier County Education FundLee Memorial Health System FoundationLegal Aid Service of Collier CountyMarco Island Historical SocietyMental Health Association of Southwest FloridaMiracle Limbs-Courage In Motion, Inc.Montessori Academy of Naples, Inc.NAMI of Collier CountyNaples Alliance for ChildrenNaples Art Association, Inc., von Liebig Art CenterNaples Botanical Garden, Inc.Naples Concert Band, Inc.Naples Equestrian Challenge, Inc.Naples Garden Club, Inc.Naples Historical SocietyNaples Music ClubNaples Orchestra & Chorus dba I Musici Di NapoliNaples Pathways CoalitionNeighborhood Health ClinicNew Horizons of Southwest Florida, Inc.Northside Naples Kiwanis Foundation, Inc.Our Mothers Home of Southwest FloridaPace Center for GirlsPlanned Parenthood of Collier CountyRCMARotary Club of Naples Charitable Foundation, Inc.Shelter for Abused Women & ChildrenSouth Florida National Parks Trust

Southwest Florida Land Preservation TrustSports Camp, Inc.St. Ann School Foundation, Inc.St. Matthew’s HouseSubstance Abuse Coalition of Collier County, Inc.TheatreZone, Inc.United Cerebral Palsy of SW FloridaUnited Way of Collier CountyThe Women’s Fund of Southwest FloridaYMCA of the Palms/Greater Naples YMCA


4001 Tamiami Trail North, Suite 250, Naples, FL 34103239.659.3800 • bsk.com

Everyone at Bond, Schoeneck & King recognizes the value of active participation in and support of charitable, professional and community-based organizations and accordingly the majority of our attorneys are actively involved with many organizations of their choice and interest. Bond’s Naples office has been serving clients in Southwest Florida for more than 35 years. In particular, the Naples office is comprised of lawyers who focus on assisting individuals and their families with estate, tax and financial planning; assisting with estate and trust litigation matters; representing clients, including lenders, in connection with the purchase and sale of real estate, title examinations, title insurance and loan transactions; helping employers with labor issues; and representing clients in a broad variety of commercial litigation matters. Additionally, to provide value and better service to our clients, as part of a collegial 220 lawyer full-service firm, the Naples office has the ability to call upon the talents of the lawyers in other Bond offices in the practice areas such as employee benefits and intellectual property.

“By being active in numerous organizations that have a tremendous impact in the community, we have earned a good reputation for being involved contributors.”

– Dennis Brown, Managing Member

Bond, Schoeneck & King

2014 CORPORATE PARTNERS

800 Laurel Oak Drive, Naples, FL 34108239.592.2470 • bmoprivatebank.com

BMO Private Bank’s commitment to the communities it serves extends far beyond serving its clients’ financial needs. Specifically, BMO has been a pioneer in recognizing the contributions that women make to building strong businesses—BMO boasts the first female bank officer in the state of Wisconsin—and the role that women play in building better communities. BMO is also dedicated to making a difference in the lives of women. BMO has created a specialized banking division to serve women customers who manage their own money and a task force to help eliminate barriers in the workplace for women. The organization has also conducted research and developed programs to educate women on relevant issues. Last year’s topic: Women & Philanthropy:Creating a Legacy. Established in 1817 as Bank of Montreal, BMO Financial Group is a highly diversified financial services organization based in North America. The bank offers a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers. BMO Financial Group had more than $586 billion in total assets and approximately 47,000 employees at July 31, 2014.

“BMO Private Bank is proud to be the presenting sponsor for Women’s Initiative Network’s Power of the Purse 2014 and Women of Initiative events in 2013 and 2014.”

– Amy Hale, Director, Wealth Advisor

BMO Private Bank



4100 Goodlette Road, Naples, FL 34103239.261.3646 • gulfshoreinsurance.com

Gulfshore Insurance

The Humanitarian Foundation places emphasis on programs that serve the needs of the local southwest Florida communities; that are not-for-profit and provide services and support to area residents. At the beginning of each year, employees vote for their preferred organizations to receive both monetary and volunteer support annually. As a community-based agency, we are committed to creating meaningful change in Collier County through community leadership, employee volunteerism, and fundraising support. In 2011, Gulfshore earned the Corporate Philanthropy Award from the Community Foundation of Collier County. We recognize that healthy, thriving communities depend on involved citizens, organizations, and corporate partners for momentum. Every community has its own challenges, and we strive to always be part of the solution! Gulfshore Insurance has been building relationships and trust in Southwest Florida for over 44 years. Today we have over 100 professionals working to assist our clients manage their business and personal risk. Through our relationships with many of the most admired insurers in the country, we help protect our clients from the unexpected.

“Giving back to the community is an “everyday part of what we do at Gulfshore “Insurance; we are committed to creating “meaningful change in Collier County. Our “corporate commitment is complemented “by the individual and group efforts of “our employees, who are known for their “generosity toward causes they believe in.”

– Brad Havemeier, President and Partner

Ciccarelli Advisory Services

Thirty-five years ago, the dream of this town we call home, Naples, became reality to our family. We have watched the community develop and grow, not only in population, but in its sensitivity for the future of the place we call home. The Community Foundation of Collier County, since 1985, has encouraged us to better bridge the relationship of family, community and philanthropy. As we assist in designing a legacy plan, the Community Foundation ensures it is carried out; enabling donors and professionals to set a philanthropic vision in motion with the tools, knowledge and resources to match those that need and desire them. Many charitable endeavors exist here, most with a focused audience, mission and purpose. The reality is that giving spans over many multi-generational family members and multiple charitable organizations. With change and growth a constant of our community, a strong and balanced foundation is necessary. The Community Foundation dynamically serves this role and we are proud to be affiliated with them. Ciccarelli Advisory Services, Inc. is a comprehensive family wealth management firm that provides lifelong financial services to successful families. We work to create financial stability and independence to help our clients feel more comfortable that they are knowledgeable and in caring hands. It is our advocacy for the family and each of its individuals that defines us.

“Our family, our company and those we serve understand that to live in a community, one must believe in the community. Our personal and business legacies become centered here, whether a seasonal or full-time resident. It is a perfect fit for the work we do.”

– Kim Ciccarelli Kantor, Partner

3066 Tamiami Trail North, Suite 202 Naples, FL 34103 • 239.262.6577

9240 Bonita Beach Road, Suite 3300Bonita Springs, FL 34135 • 239.495.2242

casmoneymatters.com


Park Shore: 4001 Tamiami Trail NorthNaples, FL 34103 • 239.262.8800

Downtown: 405 Eighth Street SouthNaples, FL 34102 • 239.262.5560

northerntrust.com

Northern Trust

At Northern Trust, philanthropy is a key component of corporate social responsibility, which includes a focus on community affairs, diversity and inclusion, environmental awareness and socially responsible investing. As we celebrate our 125th anniversary, Northern Trust is honored to be a Corporate Partner with the Community Foundation of Collier County. We are pleased to support an organization so beneficial to a broad spectrum of organizations. In addition to Northern Trust’s local corporate contributions, Northern Trust employees have personally given of their time, talent and funds to help support the substantial range of worthy organizations which benefit our southwest Florida community. For the fifth year in a row, Northern Trust has been named the “Best Private Bank in North America” by The Financial Times Group and has been recognized as a 2014 World’s Most Ethical Company by the Ethisphere Institute. Northern Trust has been fortunate to receive these honors due largely to the opportunities afforded to the company through the clients and communities we serve. Northern Trust remains fully focused on providing our clients, respected local professionals and community organizations with integrated wealth management solutions of financial planning, investment management, private banking and trust and estate services.

“Service is one of the enduring principles Northern Trust was founded upon 125 years ago. We are committed to serving and investing in the communities where we live and work.”

– Stephanie Goforth, West Florida President

850 Park Shore Drive, Naples, FL 34103239.263.1301 • jpmorgan.com

JPMorgan Chase

In Collier County, our partners provide a range of services to our most at-risk neighbors. Through the Community Foundation of Collier County, we are proud to partner with ImBiz, Inc., a nonprofit dedicated to supporting entrepreneurs and small business owners in Immokalee. Additionally, we continue to seed the Naples Botanical Garden and Collier County Schools Culinary, STEM and Social Enterprise Partnership. This innovative workforce program brings the classroom into the garden, giving students a hands-on learning experience around sustainable gardening, healthy living and fresh food preparation. As a partner to the Guadalupe Center, JPMorgan Chase provides support for their Tutor Corps program which provides high quality workforce readiness skills and college preparation for teens in Immokalee. And, our grant to the Boys and Girls Club of Collier County provides high school students in Immokalee with after school programs and mentors focused on STEM careers. We believe we have a unique and fundamental responsibility to help our clients and communities navigate a complex global economy and address their economic and social challenges. We use our strength, global reach, expertise, relationships, and our access to capital to make a positive impact in cities around the world. And every year, JPMorgan Chase and our employees donate significant amounts of time and resources to help local charities.

“We take pride in helping people and “communities achieve their financial goals “and create stronger foundations for “future generations. Our corporate “foundation works with community “partners to support local efforts around “economic growth, workforce readiness, “and financial empowerment in the “communities where we do business.”

– Lisa Merritt, Executive Director



851 Gulf Shore Boulevard North, Naples, FL 34102 239.261.2222 • naplesbeachhotel.com

The Naples Beach Hotel & Golf Club

Through land donations such as Cambier Park, leadership roles in countless organizations, and initiatives including housing for the poor and scholarships for Naples High students, The Beach Club and its founding family have become community institutions. It is our intention to remain involved with our growing community and to sustain our family tradition of support for the education system, for conservation, for those in need, and for those organizations that influence and help prepare the future leadership of Naples. The philanthropic nature of our community creates numerous opportunities to support worthy causes. We look to the Community Foundation as a means of identifying those causes that most closely match our giving philosophy and also assuring us that our contributions are put to their most effective use. Nestled on 125 tropical acres along the Gulf of Mexico, The Naples Beach Hotel & Golf Club is Southwest Florida’s only beachfront hotel with on-site golf, tennis and spa. The hotel features 319 newly renovated, guest rooms and suites—each with a patio or balcony—and beautiful resort or Gulf of Mexico views. Combine all that with award-winning dining, a fabulous beachfront pool complex, four retail shops, and the complimentary Kids Club, and guests will never have to leave the grounds of the hotel. For Naples meetings, golf outings and special occasions, the resort offers over 34,000 sq. ft. of meeting/function space.

“Still family-owned and operated, The Naples Beach Hotel traces its community roots to 1946. In these 67 years, three generations of our Watkins family—Henry Sr., Henry Jr., Mary, Henry III, Bernadette, Mike and Ellin Goetz—have made community support integral to their business philosophy.”

– Michael Watkins, President

600 Fifth Avenue South, Suite 210, Naples, FL 34102239.263.6877 • wasmerschroeder.com

Wasmer, Schroeder & Company

We are committed to contributing significant capital to philanthropy and making it an integral part of our business. Our core focus is on grassroots organizations that provide food, shelter, basic services and medical care for those suffering from the current economic environment. Corporate philanthropy is a critical component in building a strong and stable social and economic infrastructure in our community. The Corporate Partners Program offered by Community Foundation of Collier County provides firms like WSC an ideal vehicle for managing the charitable component of our business. As a Corporate Partner, numerous benefits are available including access to Community Foundation resources, knowledge, expertise, stewardship and other valuable administrative functions. Wasmer, Schroeder & Company is an independent investment advisory firm specializing in Separately Managed Account (SMA) management. Our investment process and focus on client-service drives our mission. Since our founding more than 27 years ago, Wasmer, Schroeder & Company has grown from a small boutique firm with one office in Naples, Florida to a multi-office, national organization with over $4.76 billion under management and clients in 48 states as of June 30, 2014. Applying the conservative investment approach and philosophy of our founding partners, our team of experienced investment and client service professionals serves high net worth individuals, wealth management groups, and institutional investors.

“For over 26 years, philanthropy has been a cornerstone of our business philosophy. From creating jobs to volunteering time and making impactful financial contributions to nonprofit organizations, community involvement is an important component of long-term business success.”

– Martin M. Wasmer, Principal and CEO



2013–2014 COMMITTEES

TRUSTEES EMERITIAnn E. BerlamJane BillingsDolly BodickChristopher P. BrayCornelius P. CachoJoe B. CoxAlison K. DouglasJeffrey R. EricksonLinda C. FlewellingMarion T. FortéDonald T. Franke (In Memoriam)

Dorothy A. GerrityJ. Dudley GoodletteKevin C. HaleBrad A. HavemeierThomas E. IngramFrank L. Klapperich, Jr.William Laimbeer, Sr.James B. LancasterL. Bates LeaLinda R. MaloneRamiro ManalichJohn M. PassidomoAlan D. ReynoldsJames T. RideoutteNed R. SachsThomas G. Schneider Michael J. SchroederBeverly A. SmithDuane Stranahan, Jr.William E. ThomasGordon R. WatsonJoanne S. Wyss

TRUSTEE EMERITI COMMITTEEDottie A. Gerrity, ChairBrad A. HavemeierFrank L. Klapperich, Jr.John M. PassidomoNed R. SachsMichael J. SchroederBeverly A. SmithAlan M. Horton ex officio*

Dennis C. Brown ex officio*

AUDIT COMMITTEEPaul W. Dresselhaus, ChairJohn D. FumagalliThomas E. IngramWilliam D. LangeRamiro ManalichJohn J. Morgan, Jr.Alan M. Horton ex officio*


COMMUNITY IMPACT GRANT COMMITTEEHarold L. Zink, ChairPatricia A. JilkKathleen L. KircherThomas D. McCannJ. Richard MunroMario M. ValleJennifer B. WalkerAlan M. Horton ex officio*


Arts/EnvironmentJ. Richard Munro, ChairAnn CampbellJinny JohnsonSharon KennyDelores Sorey

Education & TrainingPatricia A. Jilk, ChairJeanne BoldsClaire KrutchenSue ReynenBen Tiley

Health & Mental HealthMario M. Valle, ChairBud BerntonCindy BissetteDon GrandiEmily Watt

Basic NeedsKathleen L. Kircher, ChairAdrianne CadyAracelli GomezSusan HermanJohn Paul

Women & GirlsJane Billings, ChairPam ClaysonLu DrackettLydia GaltonMana P. HoltzJudy JorgensenBarbara MorganNoreen SchumannNancy White

FINANCE COMMITTEEWilliam D. Lange, ChairT. Robert BullochThomas D. McCannMary Lynn MyersJohn F. Sorey, IIIAlan M. Horton ex officio*


GOVERNANCE COMMITTEEThomas D. McCann, ChairDottie GerrityMary Lynn MyersMario M. ValleJennifer B. WalkerAlan M. Horton ex officio*


INVESTMENT COMMITTEEGordon R. Watson, ChairBetty FrankLaird Grant GroodyKim Ciccarelli KantorWilliam D. LangeNed R. SachsAlan M. Horton ex officio*


PROFESSIONAL ADVISORS COUNCIL Executive CommitteeBrian V. McAvoy, ChairEllen VanderburgKevin CarmichaelT. Robert BullochGregory HoltzPaul W. DresselhausAlan M. Horton ex officio*


WOMEN’S INITIATIVE NETWORKSteering CommitteeLisa Merritt, ChairKelly Capolino, JWOI ChairChristine R. Flynn – WOI ProgramElizabeth Jessee – WOI ProgramMary F. BaronJane BillingsBeverly CherrySue DaltonLu DrackettMyra Friedman – POP ChairMana P. HoltzSue HuffKathleen KapnickSuzanne LountJackie Pierce – POP Chair Jo Ann RemingtonAnne Welsh-McNultyAlan M. Horton ex officio*


* The Board Chair and Chair Elect are ex officio members of all committees.


COMMUNITY FOUNDATION STAFF

Eileen Connolly-KeeslerPresident/CEO

Mary GeorgeVice President of

Community Grantmaking

Lisette HolmesCFO

Ann HughesDirector of Donor Services

Craig JonesMarketing Director

Eric KingsleyAccounting Manager

Annette KirkGrants and Scholarship

Coordinator

Marsha LewisDonor Information

Specialist

Lilla AsmundExecutive Assistant

Special Thanks

We appreciate the ongoing support that we receive from our media sponsors: è Bella Magazine, Gulfshore Life, Life in Naples and WGCU Public Media.

Special thanks to the following for their contributions to this publication:• Design: Amy Grau Design• Staff and Donor Photography (A Second Career in Philanthropy): Darren Miles Photography• Board and Select Donor Photography (Making a Difference): Nick Shirghio Photography• Printing and Distribution: Gulfshore Life• Background Material (A Second Career in Philanthropy and Together We Can): Essex County Community Foundation; Laura Layden, Naples Daily News• Special thanks to author and photographer, Cathy Chestnut and Jennifer Ziegelmaier (Minds That Matter), author and photographer Marci Seamples (And The Winner is…) and è Bella Magazine, where portions of those articles appeared.

Community Foundation of Collier County2400 Tamiami Trail North, Suite 300Naples, Florida 34103239.649.5000 | cfcollier.org

Our Mission:To improve the quality of life in Collier County by

connecting donors to community needs and providing leadership on critical community issues.

report to the community 2013-2014

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